Engagement scope (2-20)
See Common Checklist Features for information on common checklist features.
| Number | Name | Description |
|---|---|---|
|
Template Options |
Please see template options for more details. |
|
Show materiality |
When Final materiality and Preliminary materiality is filled in, the amounts will be displayed in the Caseware automatic documents in the file. Please see JZ124 for more information. |
|
Express menu |
The Express menu can be used to add additional lines and delete them. Right-click to access the menu. |
|
This period anticipated |
Select between: preliminary, budget, and final. Preliminary accesses the Caseware trial balance before adjusting entries while Final is after adjusting entries. Budget accesses budget data from the Caseware trial balance. |
|
Profit-oriented vs Not-for-profit |
Unchecking one option will check off the other. |
|
Preliminary and final materiality |
By default preliminary and final materially will show in Caseware automatic documents. See the Show materiality button above for more information. |