Completing and Reporting an Audit
As the audit progresses there are various tools and settings that can be used to modify documents and collaborate with various team members and stakeholders.
Completing and Reporting
Once the work is done for the client file, Audit provides tools to complete your tasks, and create reports to review to ensure all the work has been completed and all issues have been resolved.
Issue Notes, Review Notes
During the course of the engagement, staff may identify matters or key issues that require further discussion with the partner or practitioner. These topics describe how to flag these issues in the engagement file.
Partner and Manager Summary Report
The Partner and Manager Summary Report provides key information on the engagement file at a point in time. The report can include such details as the materiality values, issues, and gathered risks summarized in a customizable report. This summary assists reviewers by consolidating key information and issues in the audit in one document.
This online help system applies to all CaseWare Audit, Review and Compilation products. Not all features are available in all products.