Warning
Product support for the ended on September 30, 2020.
- Write Up CS
- Payroll CS
- Engagement CS
- Client Bookkeeping Solution
- Financial Analysis CS
Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.
Staff members can choose whether they wish to sign off as a Preparer, Reviewer, or one of three other Signoff Types (See Signoff Types [Setup menu > System Configuration] for details.)
- To sign off a document, highlight the workpaper or other document that you wish to sign off.
- With the mouse pointer positioned on the highlighted document, right-click to open the context menu and choose Document Sign Off.
- Choose an available signoff type to automatically insert your name, date, and signoff type in the Signoffs grid of the Workpaper Properties dialog.
- Click OK.
Note: The Document Sign Off option is made unavailable (grayed) in the right-click context menu if all signoff types available in the current engagement have signed off for the document.
- Highlight the workpaper or document you wish to sign off.
- Press CTRL+S to open the signoff dialog.
- Select the appropriate Signoff Type from the drop-down list in the Signoff dialog and click OK.
- Click OK on the Workpaper Properties dialog.
- With the mouse pointer positioned on the highlighted document, right click and choose Workpaper Properties.
- Click the Add button to open the Signoff dialog. (The date is automatically entered in the Date field).
- Select the appropriate Signoff Type from the drop-down list in the Signoff dialog.
- Click OK to insert your name, date, and signoff type in the Signoffs grid of the Workpaper Properties dialog.
- The Signoff grid displays your staff ID, the date you signed off, and whether you signed off as a Preparer or a Reviewer, or as a user-defined signoff type.
- Staff members with this privilege can choose Edit > Multiple Document Signoff to open the Multiple Document Signoff dialog.
- Highlight the appropriate Signoff Type in the Type drop-down list.
- Click the Expand Tree sign to expand the folders in the tree view pane, and unmark > mark the checkbox to the left of each folder, document, and > or workpaper to which you want to attach a signoff.
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Mark the engagement checkbox at the top of the tree view (highlighted by the green text and briefcase icon) to mark all checkboxes.
Note: All checkboxes in the Multiple Document Signoff dialog are unmarked by default.
- Click the OK button to open the Document Sign Off Verification dialog, which displays a list of all selected workpapers. If a workpaper has already been signed off with the signoff type you selected, there will be a note in the Exceptions field.
- When you have verified that the correct workpapers are selected, click the OK button.
Notes
- The Add button on the Workpaper Properties dialog is made unavailable (grayed) if the selected workpaper or document has already been signed off on by all signoff types available in the current engagement.
- To automatically update signoff variables in the workpaper, choose Setup > User Preferences and mark the checkbox to Refresh documents upon signoff. If this checkbox is not marked, the workpaper will not refresh until the engagement is closed.
- Documents that are outdated in the engagement appear in red the Tree View window. For details, see Refreshing engagement documents on demand.
- If you open an Excel or Word workpaper signed off by the reviewer, when closing the workpaper you will be prompted to save the workpaper. If you save the workpaper - even if no changes were applied - a warning 2 will appear in the Warning column indicating that the workpaper was modified after it was reviewed. Be sure not to save the workpaper if no changes were applied.