• User Topics
  • Creating Client Files
  • Client File Setup
    • Assigning Mapping Numbers to Accounts
    • Assigning Mapping Numbers
    • Assigning Users
    • Completing the Optimiser Checklist
    • Completing Engagement Properties
    • Defining the Entity Structure
    • Industry-Specific Content
    • Importing balances
    • Audit Optimiser Confirmation Report
    • Optimiser Checklist
    • Work Flow Panel
    • Using the Work Flow Panel
    • Disabling the Work Flow Panel
  • Planning
  • Financial Statement Areas Worksheet
  • Risk Assessment and Identification
  • Risk Response and Work Programs
  • Completing and Reporting
  • Constellations
  • Getting Ready for Next Year

Client File Setup

The following topics describe how to set up your client file after you have created it.

This online help system applies to all CaseWare Audit, Review, and Compilation products. Not all features are available in all products.