Review Notes, Sticky Notes, and Unsigned Program Steps

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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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.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 a document that can be viewed in the Review notes window of the Engagement CS workspace. These notes can be replied to, cleared, reviewed, or deleted by a reviewer or another preparer of the engagement.

Sticky Notes

When you finish entering the text for a review note in the Review Notes dialog, you can choose whether or not you want to add a sticky note to the current document.

A sticky note is a flag that you can move and place directly on a specific area of a document that is open in the Document View window. It conveniently points to the item that the content of the Review Note explains in detail.

Unsigned Program Steps

You can print and Unsigned Program Steps Report to verify that all program steps have been reviewed for PPC documents.

Workflow in the field

Note: Staff members working in the field must have a workstation version of the Engagement CS application installed on their machines (laptop or PC) to Receive transfer files from the Master Client Data (MCD)

Engagement CS provides an efficient work cycle that flows from the Master Client Data (MCD) to the Local Client Data (LCD), between staff in the field, and then back to the MCD. Some of the following tasks that staff member(s) working in the field are responsible for are:

Return to Working in Engagement CS: Overview

Related topics

Adding Review Notes

New > Edit Review Notes [Edit menu]

Unsigned Audit Report [File menu]

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