Mark Ready for Review

How to initiate the formal review phase and how to handle approved, pending, and rejected workpapers.

This feature allows users to formally move the job for review after all automation results have been generated and validated.

The review process

Workpapers are accessible for review as soon as automation is complete, even before the job is officially marked as ready. Initiating the formal review triggers:

  • Click Mark Ready for Review to initiate the formal review phase.
  • Permitted users can approve workpapers after reviewing.
  • Unapproved workpapers display as Pending in the Workpapers Dashboard.
  • Approved workpapers are marked as Approved; those with issues show as Rejected.
  • The Ready for Sign-off button remains inactive until every individual workpaper is approved.

Handling rejected workpapers

If a workpaper is rejected, an adjustment must be made to the underlying data:

  1. Manual editing: Update fields directly within the workpaper via Edit Mode.
  2. Supporting document updates: Amend or replace the source documents that affect results.
  3. CoA mapping: Change the CoA mapping for the accounts affecting the workpaper.

Once data is changed, re-run automation. The system recalculates figures, allowing the workpaper to be submitted for review again.