Workpapers - Review approvals
Allow each reviewer to approve line items. There are now three people that can be assigned to a workpaper but they all share the same 'status dropdown'.
We need to be able to see the preparer, reviewer and final review separately.
Shannon Patterson
shared this idea
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Joe Tiddy
commented
Another feature from classic workpapers that for some reason was not adopted!
As per Joanne's comment, this was a much better way of tracking your progress through the accounts.
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Joanne Watson
commented
Also, why do the attachments and comments within the workpapers not show on the Trial Balance? Surely these should be linked so you can easily see at Trial Balance level what codes have comments/queries on them that you need to look at when reviewing.
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Joanne Watson
commented
Need to be able to easily see what has been reviewed and what needs to be cleared. Classic Workpapers made it visually easy to follow what the queries were, what needed to be followed up and signed off
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Josh Underhill
commented
I came here specifically to also raise this. So hard compared to the 'classic' workpapers to keep track of reviews with only 1 'item completed' check box per line. Need to have a reviewer and partner section like the 'classic' workpapers did aswell.
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Lara Willcox
commented
Also agree - on smaller jobs the current set up is ok, but with bigger ones its hard to tell what has been reviewed etc
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Ochie Butcher
commented
Yes please! And for each line item so that progress can be ticked off as you complete each account as preparer or reviewer.
Would love to just be able to work directly off the working trial balance, ticking off each account line as needed, instead of constantly being taken back to the workpapers lead schedules.
