• Management Letter Points
  • Management Letter Report
  • Management Letter Report Menus
  • New Reportable Item Dialog
  • Adding a reportable item
  • Modifying the Presentation in the Management Letter Report

Management Letter Report

The 360. Management Letter Report document provides a convenient way to view the reportable items that have been identified in the engagement client file and to keep track of what findings are to be published to various types of letters, or to keep track of other significant issues. By default, the letters that are tracked are the management letter and the report for those charged with governance. The list of letters to be tracked can be added to or changed by your firm.

The report groups reportable items by classification, and displays current year, prior year, and other reportable items. The columns of the Management Letter Report correspond to fields specified in the reportable item dialog. >>Quick Reference

The Source column in the Management Letter Report will now display the linked procedure numbers and names beside the document numbers.

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