How to sign off on financials
Introduction
Ensuring financial statement accuracy is vital. We've added a new Sign-off feature to Sorted Pro’s Workflow, making it easier to track who has approved financials. Now, the person approving/signing off the financials can simply check the Sign-off checkbox. This action will display an audit trail in the Statement of Financial Position and Operating Statement, and these details can also be viewed when downloading the Sorted Work Paper file. You can conveniently monitor the sign-off status right from the dashboard. With Sorted Pro’s latest feature, tracking approvals is seamless.
How to sign off on financials:
Step 1: Navigate to the Job Dashboard.
Step 2: Locate the Sign off Pending label.
Step 3: Click on the Statement of Financial Position or Operating Statement.
Step 4: Check the Signed Off checkbox.
Step 5: The signer's name, date, and time will be recorded in the Sorted Workpaper File.
Step 6: The Job Dashboard will reflect the updated status as Signed Off.
Ensure accuracy, accountability and smooth financial management with Sorted Pro's new Signed Off feature!
To learn more about the process , explore best practices, and make the most of our features, please visit our Knowledge Base. You can also check our FAQ section for answers to common questions, or contact our Support team if you need any assistance.