Firm Author
129 articles across 8 sections.
Topics
1 articlesGeneral Options
19 articles- General Options
- Completion responses
- General Options
- Procedure Allocation
- Check for Updates
- Engagement Profiles
- Specifying and Creating an Engagement Profile
- Defining Control Options
- Defining Product Settings
- Defining Reportable Items
- Defining Risk Options
- Defining Scoring System
- Defining Setting for Forms
- Defining the Settings for the Financial Statement Areas Worksheet
- Defining Standards for Work Programs
- Configuring the Optimiser
- Setting the Display Settings for Materiality
- Specifying Settings for Assertions
- Specifying Settings for Work Programs and Checklists
Configuring and Customizing Forms
58 articles- Configuring and Customizing Forms
- About Partner and Manager Summary Report
- Creating a Partner and Manager Summary Report
Form Settings
8 articlesFirm Risks, Controls, and Risk Identification
17 articlesOptimiser
6 articlesContent Management
13 articles- Content Management
- Check for Updates
- Client File Updates
- Update Options
- Managing the Content
- Additional Document Library content
- Summary of Update Methods
- Checking procedures status
- Highlighting Procedures
- Specifying Document Updates for Client Files
- Specifying mapping and grouping structure updates for client files
- Updating Procedures in the Master Template Only
- Specifying Updates to the FSA document