Adding review notes to workpapers

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

You can add review notes to workpapers that can be viewed in the Review notes window of the Engagement CS workspace. These notes can be marked as reviewed or cleared. Review notes can be edited or removed at a later date.

  1. Choose Edit > New Review Note to open the Review Notes dialog.
  2. In the Subject field enter the subject of your note.
  3. Tab to, or click within, the Note Text pane and enter the text for your note.
  4. When you are finished, click OK. The text of your note appears in the Dialog pane, along with information on who added the note and when it was added.
  5. If you want to place a sticky note on the workpaper, click the Yes button when prompted. A hand icon with a yellow sticky note now appears over the document.

    Note: Sticky notes can only be placed on workpaper review notes and not folders or engagements.

  6. Click within the document to attach a sticky note to the document.

Notes

  • For a client with the Multi-Staff option enabled, you can add, edit, or delete review notes for a workpaper while it is currently open-regardless of whether it was opened by you or by another staff member.
  • All notes must be cleared before wrapping up the engagement. They can also be deleted during the wrap-up process.
  • Staff members working in the Master Client Data (MCD) or Local Client Data (LCD) have the ability to add review notes to any workpaper (read > write or read only), folder and engagement.

Related topics

Review Notes [Edit menu]

Adding sticky notes

Clearing and unclearing notes

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