Preparer and reviewer sign-off
Preparation records that a step is ready for review. A separate reviewer checks the work and signs it off. Follow the steps to prepare and review a close task.
Steps
- Open a step in Close. Check the Preparer and Reviewer assignments. Ask your Close lead or an admin to correct assignments if needed.
- Choose Start if the step has not started. Add supporting files, review the ledger and support figures, and explain differences in Notes or on the account lines shown.
- Address the checks the step asks for, including flagged variances, aging notes, and prior-period adjustments where applicable. Confirm or edit an AI variance draft before review.
- Choose Mark prepared. If a check blocks preparation, read the message, fix or explain the listed items, and try again.
- The assigned reviewer, or an admin who did not prepare the step, reviews the work and chooses Review and sign off. That moves a prepared step directly to complete.
- If the work needs correction before sign-off, the reviewer can choose Send back. Check the recorded preparer, reviewer, and dates at the top of the step.
Questions and answers
- Can I review a step I prepared?
- For a team close, the preparer cannot review their own step. Ask another teammate to review it.
- Do I need a separate Mark complete click?
- Review and sign off completes a prepared step in one action. If an earlier step is already in Reviewed, its reviewer or an admin can use Mark complete.