RST PRESS · FIELD MANUAL COMPANION
Keep a retraceable close record.
These blank work surfaces support the five-control method in the 1V Professional Close Field Manual. Choose your review settings, record source references and findings, then retain the record with your close materials. The reviewer remains responsible for each decision.
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Review frame
| Company or client | |
|---|---|
| Review period | |
| Reviewer | |
| Closed-through date | |
| Source system and report references |
Threshold configuration
Set thresholds before running the controls. Record who approved them and why they fit this review.
| Close cadence | |
|---|---|
| C1 comparison window in days | |
| C2 balance threshold | |
| C4 amount threshold and days | |
| C5 attachment threshold | |
| Reviewer or approver | |
| Reason for these settings |
Five-control run order
- C3 — Change Review
- C1 — Duplicate Disbursement Test
- C2 — Uncategorized Balances
- C4 — Round-Amount Manual Entries
- C5 — Support Attachment Check
Evidence and disposition log
Give each finding a source reference and a reviewer-owned disposition or next action. Add pages as needed.
| Control / item | Evidence reference | Finding | Disposition / next action | Owner / date |
|---|---|---|---|---|
Close and retain
| Unresolved items and next review date | |
|---|---|
| Record location / retention reference | |
| Reviewer sign-off / date |
This companion is a blank record aid. It does not review your books, replace professional judgment, or establish that a particular close is complete.