Audit (Desktop)
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11Get Started
90Using Audit
20- Interface
- Firm Customizations
- Document Manager
- Work Flow Panel
- Accessing a document from the Document Manager
- Creating a Firm Customized Template
- Disabling the Work Flow Panel
- Displaying the Template Toolbar
- Enabling editing
- Opening the master template
- Specifying the default page setup
- Unlock Template
- Using the Template
- Using the Work Flow Panel
- Patch Customization Utility
- Common Buttons
- Common Menus for Work Programs and Checklists
- Document Manager - Control Documents
- Document Manager - New Master Documents
- Work Program Document Properties
Batch Tool
7Audit System
7Audit International
22PEG
30- PEG
- PEG - New User
- PEG - Existing User
- PEG - Overview
- PEG - System Requirements
- PEG - Content Updates (Audit)
- PEG - Content Updates (Review and Compilation)
- PEG Template Installation - New User
- PEG Template Installation - Existing User
- PEG - Queries (PBC Requests) Integration
PEG - Profiles
6Content History
14- Content History
- Group audit forms
- PEG 27.00 - Content Updates (Audit)
- PEG 27.00 - Content Updates (Review and Compilation)
- PEG 26.00 - Content Updates (Audit)
- PEG 26.00 - Content Updates (Review and Compilation)
- PEG 25.00 - Content Updates (Audit)
- PEG 25.00 - Content Updates (Review and Compilation)
- PEG 24.00 - Content Updates (Audit)
- PEG 24.00 - Content Updates (Review)
- PEG 23.00 - Content Updates (Audit)
- PEG 23.00 - Content Updates (Review)
- PEG 22.00 - Content Updates (Audit)
- PEG 22.00 - Content Updates (Review)
User
267Creating Client Files
9Client File Setup
16- Client File Setup
- Select an engagement profile
- Assigning Mapping Numbers
- Assigning Users (only if Protection is used)
- Audit Optimiser Confirmation Report
- Completing Engagement Properties
- Defining the Entity Structure
- Optimiser Checklist
- Procedure Allocation Maintenance Report
- Work Flow Panel
- Industry-Specific Content
- Disabling the Work Flow Panel
- Completing the Optimiser Checklist
- Specifying procedure allocation options
- Importing a Trial Balance
- Navigating the File Using the Work Flow Panel
Planning
41Checklists
24- Checklists
- Lock User Procedure Customization
- Checklist Columns
- Comparison dialog
- Adding a checklist
- Assigning Procedures
- Copying Checklists
- Creating New Checklists
- Deleting procedures and sub procedures
- Importing and Highlighting External Data
- Locking user procedure customizations
- Marking a procedure as sensitive
- Reviewing Deleted Procedures
- About Checklists
- Procedures
- Results and Sign Offs
- Adding References to Checklist Procedures
- Comparing or replacing a modified procedure
- Completing a Procedure - Checklists
- Deleting references from checklist procedures
- Displaying assigned procedures
- Editing and Signing off in the Conclusion Area
- Inserting the mini-risk report
- Showing or Hiding Guidance
Planning Documentation
10Materiality
3Financial Statement Areas Worksheet
24- Financial Statement Areas Worksheet
- Audit Areas
- Automation of risk assessments and audit responses
- Business Cycles
- Customizing the Worksheet
- Filters and Views
- Planning in the Financial Statement Areas Worksheet
- Risk Assessment in Financial Statement Areas Worksheet
- Risk Response in Financial Statement Areas Worksheet
- Financial Statement Areas Titles and Totals
- About the Financial Statement Areas Worksheet
- Worksheet Columns
- Financial Statement Areas Worksheet Toolbar
- Configure Options
- Financial Statement Areas Worksheet Menus
- Adding a subtotal to the FSA Worksheet
- Inserting Titles Rows
- Displaying and Adjusting Columns
- Adjusting the view in the Financial Statement Areas Worksheet
- Associating Assertions and Business Cycles to an FSA
- Assessing Materiality in the FSA
- Assessing Risk in the FSA
- Responding and Finalizing an FSA Item
- Inserting a Audit Area
Risk Assessment and Identification
38Controls
15- Controls
- Control Matrix Filter
- Control Identification
- About the Control Matrix
- Determining risk mitigation
- About Controls
- Control Matrix - Menus
- Controls Dialog
- Adding a control
- Copying a Control
- Creating additional control matrices
- Importing Controls
- Modifying and Deleting an Existing Control
- Modifying the Presentation of the Control Matrix
- Resizing the columns in the Control Matrix
Risk Identification
20- Risk Identification
- Annotations
- Audit Documentation and Identified Misstatements
- Detailed Audit Response Instructions
- Linking Procedures to Risk
- Mini Risk Report
- Risk Identification
- Risk Report
- Identifying Risks Through Understanding the Entity
- Risk Dialog
- Risk Report Menus
- Adding an Identified Risk
- Attaching a document reference to a business cycle
- Copying Risks from within the File
- Copying Risks from Another Client File
- Creating Additional Risk Reports
- Deleting risk in a risk report
- Modifying Risk in a Risk Report
- Gathering Information About the Entity
- Importing Risks
Risk Response
80Work Programs
73- Work Programs
- Check for Update Summary
- Check for Updates
- Creating and Deleting Documents and Folders
- Procedure Guidance
- Procedure Highlighting
- Import Procedure Dialog
- Updating the Engagement File for Content Updates
- Updating Work Programs and Checklists
- Procedures Columns
- Check for Updates Procedure Columns
- Work Program Columns
- Comparison dialog
- Options menu
- Procedures menu
- Work Programs Menus
- Adding an identified risk
- Creating a New Procedure
- Adding new sub procedures
- Inserting Procedures from Content Library
- Adding/Deleting References to Work Program Procedures
- Assigning procedures
- Associating a risk to a procedure
- Checking for updated document guidance or conclusions
- Checking for Updates within a Work Program or Checklist
- Copying Work Programs
- Creating Work Programs
- Deleting procedures and sub procedures
- Deleting references from work program procedures
- Completing Work Program Procedures
- Editing existing procedures
- Highlighting procedures
- Importing procedures
- Inserting the detailed audit response
- Locking Customizations to Work Programs
- Marking a procedure as sensitive
- Reallocating assigned procedures
- Removing highlights from procedures
- Reviewing deleted procedures
- Saving as PDF
- Sorting procedures and sub procedures
- Assertions
- Detailed Audit Response
- Conclusions
- Guidance
- Completing Work Programs
- Locking
- Mini Risk Report
- Objectives
- Procedures
- Work program/checklist progress report
- Mini- Management Letter Report
- Results and Sign Offs
- Work program/checklist progress report
- Adding a new objective
- Adding or changing an assertion
- Adding or changing an objective
- Comparing or replacing a modified procedure
- Completing the detailed audit response area
- Deleting an objective
- Displaying assigned procedures
- Editing the Conclusion Area and Signing off
- Editing objectives text
- Filtering Procedures
- Including new documents in a Work program/checklist progress report
- Inserting the Mini Management Letter Report
- Inserting the assertions area
- Inserting the Mini Risk Report
- Inserting the objectives area
- Linking Risks to Procedure
- Sorting objectives
- Specifying the mini risk report type
- Creating a Work program/checklist progress report
Completing and Reporting an Audit
26Completing and Reporting
11- Completing and Reporting
- Document Sign-Off Report
- Sign-Off Report - ASA Requirements
- Summary of Identified Misstatements Worksheet
- Management Letter Configure Options
- Diagnostic Report
- Management Letter Report Filters
- Creating and Configuring the Management Letter Report
- Displaying Reportable Items in the Management Letter
- Generating a document sign-off report
- Uploading key engagement information to Caseware Cloud
Issue Notes and Review Notes
6Partner and Manager Summary Report
8- Partner and Manager Summary Report
- Modifying Issue Text
- Partner and Manager Summary Menus
- Partner and Manager Summary Report
- Partner and Manager Summary Report Sections
- Configuring a partner and manager summary report
- Creating a partner and manager summary report
- Generating a partner and manager summary report