Wrap Up > Workpaper Signoffs

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Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

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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.

  • You can click the Workpaper Diagnostic Report button to open the Workpaper Diagnostic Report dialog. (See Workpaper Diagnostic Report [File menu] for details.)
  • You can click the Unsigned Program Steps Report button to open the Unsigned Program Steps Diagnostic Report dialog. (See Process Unfiled workpapers [File menu] for details.
  • You can click the Cancel button to abort the Wrap Up, click the Back button to return to the previous page of the Wrap Up wizard, or click the Next button to proceed to the next page in the wizard.
  • You can click the Next button to proceed to the next page in 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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