How to Use the Control Account Review Points Feature

Overview

Welcome to the Papercare Working Papers help section. This guide will assist you in understanding and navigating the Control Account Review Points feature. Control Account Review Points allow you to document, manage, and resolve review points related to specific control accounts.

How to Use the Control Account Review Points Feature

Step 1: Accessing Control Account Review Points

Review Points in any Control Account can be accessed from the Accounting tab in the main menu. Click on Control Account and select a particular control account. The Review Points feature is located in the fifth tab of any control account.

Step 2: Entering a New Review Point

Click on the Add New button to enter a new review point related to that particular control account.
A box will open up with the prefilled Code and Account name.
Enter the Review Point title and write a Description related to the review point, then click on the Submit button to create the review point.

Step 3: Managing Review Points

By default, the newly entered review point will be flagged as Unresolved.
Click on Comments to enter a comment in reply to a particular review point.
Once you are satisfied that the review point is resolved, click on the three dots on the right. You will have the option to mark the review point as Resolved.
As soon as the review point is marked as Resolved, the flag will turn blue.

Step 4: Notifying Users

You can notify the preparer, reviewer, or partner by selecting the review points you want to notify them about and clicking on the Notify button.
The software will prompt you to select the users you want to notify regarding this review point. Choose the users and click on Notify.
This action will notify the selected users that you have raised or cleared a review point.

If you have any further questions or need additional assistance, please contact our support team.