Client File Setup
-- User --
The following topics describe how to set up your client file after you have created it.
How Do I?
- Select an Engagement Profile
- Completing the Optimiser Checklist
- Importing Trial Balances
- Assigning Mapping Numbers
- Navigating the file using the Workflow Panel
- Specifying Procedure Allocation Options
More Info
- Assigning Users
- Audit Optimiser Confirmation Report
- Procedure Allocation Maintenance Report
- Completing the Engagement Properties
- Defining the Entity Structure
- Optimiser Checklist
This online help system applies to all Caseware Audit, Review and Compilation products. Not all features are available in all products.