Sign off accounts and workpapers

Modified on Thu, 20 Feb at 10:11 AM

Overview

The Signoff button allows any user with access to an entity to approve an accounts workpaper data, track its review status and keep and eye on changes.

Understanding sign off statuses

Each user with access to the entity will see a Signoff button with their initials in the Signoff column. The system uses a color-coded status to indicate the sign off progress:

Colour	Meaning
Grey	The account has not been signed off by the user yet. Click the signoff button with your initials to sign off.
Green	The account has been signed off. To undo the sign off, click the button with your initials.
Orange	The information in the account has been changed or a new query/note has been added after being signed off. Once you've reviewed the new information, click the button to sign off the account again.

Where can you sign off an account or workpaper

You can sign off an account in four locations within the system:

Trial Balance Page:In the Signoff column.
- Navigate to Workpapers > Accounts.
Account Page:In the Status panel.
- Navigate to Workpapers > Accounts > Trial balance > click the account name.
Workpapers Page:In the Signoff column.
- Navigate to Workpapers > Workpapers.
Tax Position Page: In the Statement of Taxable Income, within the Signoff column.

Reviewing Changes for Orange Signoff Status

If an account's Signoff button turns orange, follow these steps to review and approve the changes:

Open the account or workpaper.
Click the Activity tab.
Locate the record of your last signoff.
Check the entries above it to see what has changed since your initial signoff.

Troubleshooting

Can't see a users Signoff status

This occurs when a user has not signed off any accounts and/or workpapers in the entity. Their Signoff button will become visible when they sign off their first account.