Engagements / Closeout

Engagement Closeout

Closeout captures final review, client delivery status, completion notes, and the next recommended client action.

Santos Trading

Closeout readiness

Closeout remains pending until the reviewer signs off the working papers and client delivery note.

Delivery

Delivery

Final action

Confirm missing purchase invoices

Archive rule

Review approval required

Completion Note

What closeout records

Closeout should record final reviewer approval, client delivery confirmation, retained working papers, and next-period recommendation.