Firm Author
129 articles across 1 sections.
Topics
129 articles- Firm Author
- 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
- Financial Statement Areas Worksheet
- Audit Response Columns
- Financial Statement Areas Worksheet
- Materiality Worksheet
- Business Cycles
- Worksheet Columns
- Configure Options
- Key materiality items
- Configuring the Financial Statement Areas Worksheet
- Modifying the Materiality Worksheet
- Letters and Other Forms
- Management Letter Report
- Reportable Items
- Cells in Letters
- Management Letter Configure Options
- Document Properties
- Creating a new letter
- Creating a New Management letter
- Creating a New Flat Form
- Creating a Risk Report
- Authoring Work Programs and Checklists
- Financial Statement Assertions
- Conclusion Area
- Detailed Audit Response
- Authoritative References
- Conditional Conclusions (for advanced authors)
- Document Guidance
- Adding Procedure Guidance
- Editing Procedures
- Lock Author Mode
- Lock User Procedure Customizations
- Objectives
- Tags
- About Authoring Work Programs and Checklists
- Document Properties
- Checklist Columns
- Conditional Conclusions
- Work Program Columns
- Work Program Document Properties
- Adding Authoritative References
- Adding New Sub Procedures to Authored Procedures
- Adding Procedures to a Grouping or Sub Grouping
- Adding Tags to Procedures
- Allocating procedures to groups
- Authoring New Procedures
- Creating Checklists
- Creating a Work Programs
- Edit Procedure Actions
- Edit Procedure Conditions
- Modifying Existing Procedures
- Filtering Procedures
- Importing procedures from a work program or checklist
- Inserting and deleting a custom Detailed Audit Response
- Selecting Audit Responses to Make Available
- Setting Procedure Availability
- About Partner and Manager Summary Report
- Creating a Partner and Manager Summary Report
- Form Settings
- Document Prerequisites and Dependencies
- Firm Information
- Logos
- Configure Document Prerequisites and Dependencies
- Document Properties
- Specifying document prerequisites and dependencies
- Completing Firm Information
- Firm Risks, Controls, and Risk Identification
- Controls
- Control Matrix
- Controls
- Adding a Control
- Control Matrix Customization
- Importing individual controls
- Risk Identification
- Creating and Modifying Risk Reports
- Linking Procedures to Risk
- Risk Identification
- Risk Report
- Adding a Risk
- Importing individual risks
- Linking procedures from the risk dialog
- Linking risks from the procedure
- Risk report customization
- Optimiser
- Financial Statement Areas Worksheet and Materiality
- Optimiser Checklist Documents
- Risk Thresholds
- Optimiser
- Assigning a Risk Threshold to a Procedure
- 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
- Repackage
- Repackage
- Use on multiple computers
- Distribution
- Template Package
- Repackaging a template
- Using the Customized File on a Single Machine