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Product support for the ended on September 30, 2020.
- Write Up CS
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The Workpaper Properties dialog enables you to view all information pertaining to a specific workpaper and designate the name and reference for the currently selected workpaper. You can also specify roll forward treatment of a workpaper, assign the workpaper to a specific staff member, track signoffs, and view the history of the current workpaper.
Highlight the document or workpaper in the Tree View window, press the F3 button, or right-click to open the context menu, and then choose Properties.
In the Workpaper Properties dialog you can do the following:
- Designate the name and reference for the currently selected workpaper.
- Specify roll forward treatment of a workpaper.
- Assign the workpaper to a specific staff member.
- Track, add, or remove signoffs.
- View the history of the current workpaper.
Note: You cannot modify the properties for the selected workpaper if it is assigned to another team member in the current engagement.
Special information
- Workpaper Signoff. Each signoff can only be used once per workpaper.
- Engagement Signoff. All staff members have access to the signoff grid in the Engagement Properties dialog, and there is no required level of signoff in that dialog.
- Workpaper Diagnostic Reports. These reports can be filtered by signoff type.
- Engagement Wrap-up. The staff member who wraps up the engagement determines the level of review required for workpapers in a completed engagement. The Wrap Up wizard provides access to the Workpaper Diagnostic Reports for review.
Fields & buttons
Use this field to modify the workpaper reference. If the workpaper is checked out or unassigned, this field is unavailable (grayed).
Notes
- This field is automatically filled in with the Workpaper reference information provided on the Properties page of the New Engagement wizard (required).
- Workpaper references must be unique within a single engagement.
You can modify the existing name for this workpaper.
Notes
- This field is automatically filled in with the Workpaper name provided on the Properties page of the New Engagement wizard (required).
- Workpaper names must be unique within a single engagement.
- If the workpaper is checked out or unassigned, this field is unavailable (grayed).
You can select a staff from the drop-down list provided. You may also select the Unassigned status.
Note: This field is automatically filled with the name provided on the Properties page of the New Engagement wizard (required).
You may choose to exclude, include, or replace this workpaper in the Roll forward process by making the appropriate selection from the drop-down list.
- Exclude. If this option is selected, the workpaper will be flagged for deletion during the Roll Forward process. The Delete during Wrap Up checkbox will be enabled, and if it is checked, the workpaper will appear in the Workpaper Removal dialog and will be deleted upon completion of the Wrap Up wizard.
- Include. (Default option) If this option is selected, the workpaper will be wrapped up and included in both the final engagement and in the new engagement created during the Roll Forward process.
- Replace from PPC Template.If this option is selected, the workpaper can be replaced with a PPC Practice Aid from an available PPC title during the Roll Forward process.
- Replace from selected engagement. Workpapers can be replaced with another document in a selected engagement client that you choose from the Select Template Engagement page of the Roll Forward wizard.
- Replace from SMART Practice Aids. If this option is selected, an existing PPC workpaper can be replaced with a document from SMART Practice Aids during the Roll Forward process. Note that this option is only available if you are appropriately licensed for SMART Practice Aids and have the application installed.
Note: This field is automatically filled in with one of the above options based on the selection that was made on Properties page of the New Engagement wizard (required).
Mark this checkbox if you want the application to delete this workpaper during the wrap-up process. If you select Replace from the Roll Forward drop-down list, this checkbox will be unavailable (grayed).
Note: This checkbox is automatically marked or unmarked based on whether it was marked or unmarked on the Properties page of the New Engagement wizard.
Displays the Name, Date, and Signoff Type for the current workpaper.
Notes
- Instead of opening the Workpaper Properties to insert a signoff, you can right click on a selected workpaper in the Tree View window to open the context menu and choose Sign Off to automatically insert a signoff for the selected workpaper.
- You can choose one of the available signoff types that have not yet been applied from the drop-down list in the Type field.
This groupbox displays the following information:
- Displays the name of the staff member who created the document, as well as the date and time it was created.
- Displays the date and time that the workpaper was last checked in.
- Displays the date and time that the workpaper was last checked out.
Note: You can click the History button to view all of the activity within the document.
Opens the Signoff dialog where you can select the signoff type from the drop-down list to insert in the Signoffs grid of the Workpaper Properties dialog.
Notes
- The signoff types are initially assigned to staff members of the current engagement by the staff in charge on the Staff Assignment page of the New Engagement wizard.
- The Signoff Types can be modified and overwritten by the staff in charge on Staff Assignments tab of the File > Engagement Properties dialog.
- Only those sign off types that have not been previously selected for the current workpaper are available from the drop-down list in the Type field.
- If all five sign off types have been used in the Workpaper Properties dialog for the current engagement the Add button is made unavailable (grayed).
Allows a staff member who has the group privilege to modify the signoff that is selected in the signoff grid (signoff date, time, or type).
Note: You can only edit or remove your own signoff.
Highlight the signoff that you want to remove in the Signoff grid of the Workpaper Properties dialog by clicking the row number, click the Remove button to remove the signoff, and then click Yes when prompted.
Note: You can only edit or remove your own signoff.
Related topics
New Engagement - Properties
Engagement Properties [File menu]
Signing off a document
CREATIVE SOLUTIONS ACCOUNTING
