Release notes for CaseWare® Audit International – July 2009
Please review the following information prior to opening CaseWare® Audit International. It is recommended that you print a copy of this document and keep it for reference.
a) If any errors are displayed during installation, please call CaseWare International Inc. Technical Support in your country.
b) Refer to the Getting Started Guide for instructions on how to get started to use this template.
c) Any questions relating to the content included in the forms should be directed to the CICA at (1) (416) 977-3222.
The CaseWare® Audit International template is designed using CaseWare® Working Papers 2009. To use CaseWare® Audit International, you need the following:
· Working Papers version 2009.00.115 or higher
· Minimum 512 MB of system memory, 1,024 MB RAM or higher recommended for improved performance
· Hard disk:
o Minimum 43 MB for Audit content/libraries/help
o Minimum 90 MB for each open client file
o Minimum 42 MB for each compressed client file
Working Papers must be installed prior to installing CaseWare® Audit International.
CaseWare® Audit International template is designed to use A4 sized paper but can be adjusted.
The CaseWare® Audit International template provides powerful functionality, including:
Functionality for Programs and Checklists – Programs and Checklists now takes advantage of CaseView technology. This dramatically improves the ease-of-use and customizability of these documents compared to a standard Microsoft® Word or Microsoft Excel® spreadsheet software document.
Tracking Risk – a centralized risk tracking system allows you to track and summarize identified risks. Record risks as they are identified throughout the audit by clicking the “risk” button in any document. These risks are recorded in one central location in each client file and are automatically transferred to specific risk documents. These risks are also available to be copied to other selected audit documents.
Content Management – tools are available to help manage the content. The tracking features assist both the firm and the user in ensuring that the content is up-to-date and identify where an engagement file has been modified from the master template.
Document Library – the template utilizes the Document Library feature in Working Papers to streamline the inclusion of the content into existing client files. This feature allows you to easily drag and drop the updated template content into any existing client file.
Firm Customization – The master library can be modified by the firm and made available for all client files. The firm can customize the following:
· Work program and checklist procedures
· Responses available for the sign off of work programs and checklists
· Define assertions
· Define global risk types
CaseWare® Audit International can be integrated with your client data in one of three ways:
·
Add to an
existing Working Papers client file
(i.e. merge the template documents into an existing client file)
·
Create a new
file based on CaseWare® Audit International with existing client
data
(i.e. create a client file based on an existing Working Papers file or an accounting
package)
·
Create a new client
file based on CaseWare® Audit International
(i.e. no existing client data at the time of creation)
Please see Help for detailed instructions for each of these options.
Below are initial steps relating to the CaseWare® Audit International template:
User
· In the client file, the user completes the applicable documents on the Document Manager. Other required documents can be brought in from the master file through the document library by selecting Insert | New Document | From Document Library from the Working Papers menu.
Firm
· In the master file, the firm's first step is to review the programs and checklists on the Document Manager. The program settings in the document AO – General options should be reviewed.
· Any modifications to the master firm copy of the CaseWare® Audit International file must be performed at the firm level prior to creating new files for the individual client engagements.