Signoff Types [Setup menu, System Configuration]

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

The Signoff Types dialog enables you to define up to five types of signoff designations to use for engagements or documents. A Preparer (Type 1) and a Reviewer (Type 2) signoff type are already provided by default (and cannot be renamed), and you may define up to three additional signoff types.

From the CSA main window or from the Engagement CS workspace, choose Setup > System Configuration > Signoff Types. Highlight an optional type (Type 3, 4, or 5), click the Edit button, and then enter a unique name or description for the signoff type.

Fields & buttons

Related topics

Customizing signoff types

Signing off one or more documents

Workpaper Properties > Signoff dialog

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