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Workpaper Dashboard

Add signoff types

Do the following to add signoff types.
  1. Select
    Setup
     then
    Firm Information
    .
  2. Select
    Signoff Types
     then
    Add
    .
  3. Enter a unique description of up to 50 alphanumeric characters for the signoff type.
  4. Select a role (
    Preparer
     or
    Reviewer
    ) for the signoff type.
  5. Select a hotkey number from 0-9 to use as a shortcut key combination for signing off on 1 or more workpapers.
  6. Select
    Enter
     to save the changes in the Signoff Types screen.
note
  • 2 default signoff types are available in Accounting CS Workpapers (
    Preparer
     and
    Reviewer
    ). You can edit or delete these signoff types, as needed.
  • The application displays the signoff type assignments for each workpaper in several portlets in the Workpapers Dashboard.
  • You can add signoffs to a workpaper via the right-click context menu in the Engagement Binders Tree or Workpapers List portlet.
  • You can't edit signoffs for multiple documents at the same time.

This article applies to:

  • PRODUCT: Workpapers CS
  • Subject: Engagements,Workpapers