Signing Off on a Leadsheet

You can sign off on a workpaper, leadsheet, or report as a preparer, as a reviewer, or as a second reviewer. Up to two people can sign off in each of those roles.

Notes:

  • Currently, all users can provide a sign off. No permissions are required to use this feature.

  • The sign-off feature is not yet available for consolidated engagements.

  • You do not have to sign off as a preparer before a reviewer can sign off. Also, the first reviewer does not need to sign off before the second reviewer can sign off.

  • The preparer must sign off before a reviewer can sign off. However, the first and second reviewer can sign off in any order.

After sign-off, the initials of the person who signed off displays in the column for their sign-off role on the Engagement View. The date the sign-off was given displays beneath the initials. Hover the mouse pointer over the sign-off initials to view the user name of the person who signed off.

Note: The name that displays is the name entered in the Report Name field in the staff member's profile in Users.

Sign-offs made by one user are immediately visible to other users. It is not necessary to refresh the page to update the sign-off status.

Note: Signing off on a leadsheet does not lock the leadsheet. If, after sign-off, there are changes to the trial balance that affect a leadsheet, the leadsheet is updated and the sign-offs remain in place.

ClosedSign off on a workpaper, leadsheet, or report.

  1. Click the engagement on the Engagement List page.

    Note: See Using the Engagement List Page for information about using the pagination and search features to find an engagement in the list.

  2. Locate the workpaper, leadsheet, or report on the Engagement View page.
  3. Click Add Sign Off in the column that matches your role.
  4. Click in the column that corresponds with your role.

ClosedRemove your sign-off from a workpaper, leadsheet, or report.

A sign-off can be removed only by the person who provided the sign-off. Reviewer sign-offs must be removed before the preparer sign-off can be removed.

  1. Click the engagement on the Engagement List page.

    Note: See Using the Engagement List Page for information about using the pagination and search features to find an engagement in the list.

  2. Locate the workpaper, leadsheet, or report on the Engagement View page.
  3. Click next to your sign-off.
  4. Click your sign-off initials.
  5. Click Confirm.

Tip: You can also add or remove sign-offs in the Sign-off Details pane. To access this pane, click in the Actions column for a workpaper, leadsheet, or report, and then select Sign-off Details. You can then click to add a preparer or reviewer sign-off, or click to remove a sign-off.