What's New in 16.00
Installation and Patch Updates
- Users now have access to more information during updates including total number of documents, documents updated, and an estimate of the time remaining for the update. See more...
- The update process now indicates which documents are new in that version and separately, which documents exist in the previous version but are not included in the file being updated.
- The counts for new, updated, and deleted documents filter out N/A documents to provide a more meaningful count. See more...
- The update dialog now includes the option to select or clear all check boxes by section. Visual cues including expand and collapse for sections have also been added for improved usability. See more...
- Sign off for documents now display in the Update dialog. See more...
- Users updating engagement files can now provide all of their settings at the beginning of the process rather than periodically as the process runs. See more...
- Customizations to the master template toolbar are now included in engagement file updates. See more...
- A new Template Update warning now displays when the update fails. See more...
- Information is now provided about signed off work programs and checklists when procedures are updated. See more...
- Custom sorting in the FSA is now retained after an update. See more...
- Assignments of groups/subgroups to an FSA Audit Response Table are now preserved during updates. See more...
Work Programs and Checklists
- Added functionality that allows an author to setup rules to allow signing off a document to automatically signs off associated procedures. See more...
- Sub-procedures associated with a procedure cannot be deleted if that procedure is marked as required. See more...
- The number of sub-procedures that can be added is now limited to 30. A message displays when this limit is exceeded. See more...
- When Optimiser has deleted new procedures since the last time the document was accessed, a message bubble will appear asking users to review the deleted procedures.
- The option to review procedure tags is now activated automatically when adding new procedure tags.
- Detailed Audit Response Tables now contain version information that is referenced during updates. See more...
- Added an indicator to the Audit Response Tables to inform users whether an FSA response is not addressed or does not need to be addressed in the corresponding work program. Selecting the icon will prompt users to delete or insert procedures as required. See more... and more...
- The Guidance button is now hidden when a procedure does not have associated guidance. See more...
Risks and Controls
- A new dialog has been designed for Risks, Controls, and Reportable Items.
- Risks, Controls,and Reportable Items are now automatically set to roll forward.
- The link established when a risk is linked to a procedure is maintained even if the risk is removed from the file. If the risk is added back to the file, it will automatically be addressed in the procedure. A manual relink was previously required. See more...
- The Risk Report and Control Matrix now default to Sync-On-Demand in SmartSync environments.
- Procedure responses are now displayed in the Risk Report. See more... and more...
- Copying a document from the Master Template Document Library no longer overrides the engagement file’s loaded Profile. See more...
Financial Statement Area (FSA)
- Audit Areas now enable you to group multiple FSAs to a single Audit Area and work program. Detailed lines can also be added to the FSA that use these audit areas for greater detail. These new detailed lines provide increased flexibility with map/group numbers and the FSA.
- Custom sorting of the FSA is now maintained on refresh. See more...
- A tool tip reminds users to click the Refresh button when opening FSA for the first time. See more...
- You can now add a working paper reference to the first line in the FSA when assessing entity level risk. See more...
Optimiser
- Optimiser can now be used to mark unnecessary procedures for deletion based on FSA responses. See more...
General Options
- Materiality terminology used for overall, performance, and adjusted materiality can now be customized. See more...
- The Engagement Profiles dialog has been redesigned. See more...
- Added a new option to no longer display the dashboard when users select an engagement profile that does not require it. See more...
- Authors can now customize footer names in documents. See more...
Usability
- A new web-based Help system and Getting Started Guide provide improved access to help, guides, videos, and articles. See more...
- The new WebHelp system can be searched from within the Audit user interface. See more...
- The Document Properties dialog has been redesigned with a tabbed interface. See more...
- Procedure customization locking rights can now be associated to a user group and a visual indicator now displays indicating both the time and user. See more... and more...
- Added functionality when signing off a signable document ensuring no further changes will be made to its sub-documents. See more...
- All procedure and sub-procedure comments can now be edited without removing the procedure sign-off. See more...
- New master documents can now be created and automatically assigned an identifier using the Template toolbar. See more...
- More prominent notifications are now displayed when working in Author mode. See more...
- Performance materiality can now be set to calculate automatically based on a specified percentage. See more...
Performance Improvements
- Added several new background improvements to increase the efficiency of the template.
- Modified the Update process so that only documents currently in a template are updated. New documents are not automatically added to the template. They will display on the Update Document dialog should users wish to include them in the update. See more...
New!Release Notes
If you would like a PDF copy of the Audit 16.00 Release Notes, download the file using the link below.
This online help system applies to all CaseWare Audit, Review, and Compilation products. Not all features are available in all products.
