Completion

This help article goes through some best practice guidance for the completion section of a year end accounts file.

• All reconciliations in completion are mandatory and should not be un starred. If there is nothing to note on one of the reconciliations, for example Points Forward, then you need to show that it has been considered eg adding an additional comment to say "Nothing to Note."

• Completion budget - Ensure this is up to date at the point of locking down the file so that all time relating to that period has been documented. Attach the WIP report from CCH as back up.

• All work flows should be completed to 100%. At this point the file is completed and can be locked down.

NOTE: If there is anything in this help article that needs updated please get in touch with the Silverfin Experts.