Workpapers | Working Trial Balance - Enable Review Actions
Allow reviewers to access workpaper attachments for an account and to update the account status directly from the Working Trial Balance view.
Current Limitation
Our reviewers prefer working from the Working Trial Balance view. However, under the current functionality, they MUST navigate away from this view and open the Workpapers area to review attachments and mark an account balance as complete. These additional clicks add unnecessary time, and some reviewers find switching between sections disruptive and confusing. For simpler or low‑risk accounts, navigating away solely to mark the balance as reviewed is completely unnecessary.
Proposed Improvement
Add the ability to:
-View related workpaper attachments for the account directly from the Working Trial Balance View (ideally via the existing paperclip icon)
- Check off the account balance with a single click from within this view (with a simple checkbox, the same as it is inside the workpaper)
Thank you
Ariane Squarci
shared this idea
Pleased to share an update with you here, Ariane! We appreciate the friction in the workflow you described and our product team have picked up work for enabling review actions within the Working Trial Balance.
I'll come back to let you know when this is released. 😊
