• Management Letter Points
  • Significant Deficiencies/Material Weakness/Other Deficiency Reports
  • Significant Deficiencies Report/Material Weakness/Other Deficiency Reports Menus
  • New Reportable Item Dialog
  • Adding a reportable item
  • Importing Reportable Items
  • Modifying the Presentation in Management Letter Report

Importing Reportable Items

You can import reportable items from another client file.

Importing Reportable Items from another file

1. Open any work program, checklist, or document that contains the New Reportable Items drop-down.

2. From the New Reportable Items drop-down, select Import Reportable Items.

3. In the Import Source area, click Browse.

4. Use the file locator window to select the file that you want to import controls from. Click Open. The Import Reportable Items dialog now lists all of the reportable items in the file that you have opened, organized by business cycle. Reportable Items that already exist in your new client file are displayed in gray and in italics.

5. Select the check box next to a business cycle folder to import all Reportable Items for that business cycle, or select the check box to import it. You can import as many reportable items as you like. If a reportable item already exists, it cannot be re-imported.

6. Click OK.

7. The New Reportable dialog appears, enabling you to edit the reportable items that you have imported (or any control that you have identified). To edit a specific reportable item , select it from the drop-down list at the bottom of the dialog.

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