User
267 articles across 12 sections.
Topics
1 articlesCreating Client Files
9 articlesClient File Setup
16 articles- 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
41 articlesFinancial Statement Areas Worksheet
24 articles- 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
38 articles- Risk Assessment and Identification
- Available Filters for Risk Reports and Control Matrices
- Creating a Customized View