Customizing signoff types

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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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.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 define up to five types of signoff designations to use for engagements or documents from the Setup > System Configuration > Signoff Types dialog in CSA. A Preparer (Type 1) and a Reviewer (Type 2) signoff type are already provided by default, and you may define up to three additional signoff types.

  1. Choose Setup > System Configuration > Signoff Types to open the Signoff Types dialog. (Note that Preparer and Reviewer are the default Type 1 and Type 2.)
  2. To customize a type, highlight Type 3, 4, or 5 and click the Edit button.

    Note: The Edit button is enabled only if Type 3, 4, or 5 is selected.

  3. Enter a type name in the Type field.
  4. Enter a description in the Description field.
  5. Click the Enter button to save the customized type.
  6. Click the Done button to close the Sign Off Types dialog.

Related topics

Signoff Types [Setup menu, System Configuration]

Engagement Properties [File menu]

Assigning staff to a new engagement

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