Wrap Up > Workpaper Signoffs

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

This page of the Wrap Up wizard enables you to open the Workpaper Diagnostic Report to verify that all workpapers are signed off at a specified level of review. In addition, you can open the Unsigned Program Steps Report to verify that all program steps have been reviewed for PPC's Checkpoint Tools documents.

Choose Tasks > Wrap Up to open the Wrap Up wizard.

Fields & buttons

Click to open the Workpaper Diagnostic Report dialog. On this report you can view the following information:

  • Which staff members are assigned to which workpapers.
  • Which workpapers are currently checked out.

Click to open the Unsigned Program Steps Diagnostic Report dialog. This report lists the Checkpoint Tools audit programs that have not yet been signed off.

Related topics

Wrap Up [Tasks menu]

Process Unfiled Workpapers [File menu]

Filing a document or workpaper sent to the engagement via the Engagement CS print driver

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