SIGN OFF

WORKING PAPERS: EXCEL & VBA

Every schedule at each stage of completion requires sign off from either preparer, manager or partner. This requires the individual to type the date and their initials at the top of every schedule. This then must be removed from every schedule at the start of the next period.

Initial Monthly Process (20mins)

  1. Remove sign offs from every sheet
  2. Navigate to Sheet
  3. Type initials
  4. Repeat for every Sheet

New Monthly Process (1min)

  1. Untick box
  2. Tick Box

CODE

Get todys date and put into relevent cell. Enable if formula to show/hide the pasted date and intials.

Preparer

Sub CheckBox1_Click()
If Range("CheckCellP").Value = True Then
	Range("Today").Copy
	Range("PrepDateSign").PasteSpecial xlPasteValues
	Application.CutCopyMode = False

Else: End If
End Sub

Manager

Sub CheckBox2_Click()
If Range("CheckCellR").Value = True Then
	Range("Today").Copy
	Range("ManagerDateSign").PasteSpecial xlPasteValues
	Application.CutCopyMode = False

Else: End If
End Sub

Partner

Sub CheckBox3_Click()
If Range("CheckCellPr").Value = True Then
	Range("Today").Copy
	Range("PartnerDateSign").PasteSpecial xlPasteValues
	Application.CutCopyMode = False

Else: End If
End Sub