Setting to turn on/add a 2nd checkmark box for Preparer-Reviewer review process
complete
T
Tom Heaney
Would be great to add a setting that enables a second checkmark box in the close on the financial statement review. The second checkbox would represent the reviewer and the first check box would represent the preparer. This echoes a feature in the quickbooks "Prepare for Tax" page at year end where a preparer-reviewer relationship goes down the balance sheet and profit and loss and is checked as one party does their checkmarks and the other follows through with theirs with the review.
I recommend this as a client setting due to it mainly being applicable to tax preparation for most
Ryan Le Roux
updated the status to
complete
We introduce a task sign-off system. More on that can be found here:
https://help.doublehq.com/en/articles/11048135-multi-user-sign-off
D
David Belnap
There's an option to add a sign off and you can have multiple sign offs.
H
Heather Thompson
This would be awesome! I don't do tax but am used to using these types of sign-offs from my many years of using Caseware at the last firm I worked for.