• Client File Setup
  • Select an engagement profile
  • Assigning mapping numbers
  • Assigning users
  • Audit Optimiser Confirmation Report
  • Engagement properties
  • Entity structure
  • Optimiser Checklist
  • Procedure Allocation Maintenance Report
  • Work Flow Panel
  • Industry-Specific Content
  • Assigning Mapping Numbers to Accounts
  • Disabling the Work Flow Panel
  • Completing the Optimiser Checklist
  • Specifying procedure allocation options
  • Importing a Trial Balance
  • Navigating the File Using the Work Flow Panel

Assigning Mapping Numbers to Accounts

Procedure

1. On the Working Papers Account tab, select Assign Mapping Numbers.

2. Assign map numbers by selecting an account under Unmapped Accounts, selecting a map number under Mapping Numbers, and clicking Map.

3. Click Apply to save the change to the working trial balance without closing the dialog.

4. Repeat until the entire trial balance is assigned to the appropriate map numbers.

5. Click OK.

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