Access to CaseView design mode can be granted allowing full customization.
Examples of flat forms are OneForm and Understanding the Entity. User overrides are clearly shown.Īudit will suggest the deletion of complete audit sections for immaterial FSAs.įlat forms are CaseView documents with limited automation and can be compared to an automated combination of a text document and a spreadsheet. Users can override the materiality assignment based on professional judgement. For more information, see Materiality.Īfter calculation of the materiality the Financial Statement Areas Worksheet automatically selects which FSAs are material based on balances.
In the materiality document balances are automatically brought in from the Working Papers trial balance. As the engagement progresses and documents are completed the steps in the dashboard will be marked as completed as well, providing a high level progress view. Within these main parts the overall steps are shown and clicking a step will show the documents relevant for that step. It breaks the audit engagement up into three main parts: The workflow dashboard is designed to offer an easy way to navigate the engagement. For more information on this, see Optimiser Checklist. By selecting a profile irrelevant documents are deleted and relevant settings are loaded.Īfter the profile selection, users are presented with an “Optimiser checklist” specific to the selected profile.įor more information, see Completing Client File Setup.Īfter the profile selection, users are presented with an “Optimiser checklist” specific to the selected profile. For more information, see Creating Client FilesĪfter creation of the engagement file, users are automatically prompted to select a profile for the engagement file. The new engagement file is a one-to-one copy of the master template. Users can select the template to base each new engagement file on when they are creating the engagement file.
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