• Planning Documentation
  • Completing Letters
  • Letters
  • Reportable Items
  • Letter Properties
  • Completing individual letters
  • Creating a new letter
  • Defining Firm Deliverables and Client Information
  • Entering Firm Information
  • New Recommendation

Reportable Items

As part of the client engagement process, the engagement team may identify issues or items that require reporting to management or other parties charged with governance. To deal with these issues, firm authors can enable the Reportable Item feature, which allows for the accumulation, management, and automatic reporting of reportable items.

Record reportable items as they are identified throughout the engagement process by clicking in any work program or checklist document and from other selected forms. This displays the New reportable item dialog, which enables you to select the applicable reportable item attributes, add recommendations, and link each item to specific letter types. (If the button is not available, your firm author has disabled reportable items.)

Reportable items identified throughout the engagement can be accumulated in the Management Letter Report. From within the Management Letter Report, reportable items can be created, copied, and edited.

Management letters can be created that automatically link and generate with the appropriate reportable items.

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