Reviewing the retain value settings
Accountants Enterprise in Australia only
The Retain Value setting controls whether a data value is rolled forward from the Database Map into the next year or not. Logically, when Masters are created the Retain Value checkbox is only checked if it makes sense to retain the value.
By default, when customised fields are added to tables at either the practice or client level the Retain Value field is checked, although your designer may have unchecked it if the value is not to be rolled forward. To be sure, you will need to review the Retain Value field for each customised practice or client level field prior to rolling forward.