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Partner and Manager Summary Report

The Partner and Manager Summary Report is a tool the engagement can use to provide key information in the engagement audit file such as the materiality values, issues, and risks gathered throughout the engagement and summarizes it in a customizable report. This summary assists reviewers by consolidating key information and issues in the audit in one document for review. If more detail is required on an item, the reviewer can then review the relevant individual documents.

Information created in Issues can be transferred to this summary report. All issues created through document level from Working Papers or through an exception found in a work program or checklist at the procedure level can be shown in the report. Issues recorded through the work program or checklist will have the procedure response, user ID and date from the procedure, if the issue has been created after the procedure has been completed. This text can be modified in the report.

Additional comments can be added to the issue in the partner manager summary to provide additional information for the reviewer. This information is only added to the partner manager summary and is not added to the original issue.

Issues and risks are included in two areas – the Financial Statement Area section includes only those issues that are referenced to a financial statement area, through the FSA - Financial Statement Areas Worksheet. The Other Issues/Other Risks section includes issues and risks that have not been attached to a financial statement area.

A summary area of any risks that have not been referenced as addressed in a work program or checklist is also available to be included in this report.

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