Review Tips

1 Refresh the Trial Balance during the job and before review

2 All reconcile to items should have a green status

3 All work paper items should be resolved 

4 And here on the index page

5 Mark account line items as reviewed or Partner Approved

6 Complete your checklists in the general area (Company checklist and the like)

7 You can add a review point by 

Add Workpaper item/ review point in type/select in the right column

Or open the wp and go to the cell itself

8 Print your review points 

9 Once the job is complete, the status at the top which is now red should be green

10 Update the status to complete in Excel as above. 

11 Consider a backup based on your Document Management System