Management Letter Report Menus

Generate

Generate a report based on the selected filters, view and layout.

Save View

Save the view.

Delete View

Delete a view previously saved.

New Risk

Open the New Risk dialog to document risks identified throughout the audit. This menu item is available only if the firm author has enabled the creation of new risks.

New Control

Open the New control dialog to document controls identified throughout the audit. This menu item is available only if the firm author has enabled the creation of new controls.

New Reportable Item

Open the New reportable item dialog to document reportable items identified throughout the audit. This menu item is available only if the firm author has enabled the creation of new reportable items.

Edit Reportable Item

Edit an existing reportable item. The cursor must be on the reportable item that you want to edit to use this menu item.

Delete Reportable Item

Delete an existing reportable item. The cursor must be on the reportable item that you want to delete to use this menu item.

Lock Author Mode

Locks work programs and checklists in the master template such that no content changes can be made into the content library. Changes are still allowed at the engagement level by the users. This menu item appears only when the firm author is editing the master template.

Configure Document Prerequisites

Display the Configure Document Prerequisites dialog, which enables the firm author to specify prerequisites for work programs and checklists. This menu item appears only when the firm author is editing the master template.

Apply Document Prerequisites

If selected, will implement the work program and checklist prerequisites specified by the firm. This option is selected by default. This menu item is only visible in Author mode.

Content Library Path

Define the path where the content library is located.

Display Completion Details

Display completion details at the top of the document.

Display Custom Introduction and Conclusion

Display custom introduction and conclusion fields, in which the firm author can provide firm-specific information for the document. This menu item is only defined for the firm author, and does not appear in the client file.

Display Document Guidance

Display detailed instructions provided by the author that describe how to complete the management letter report.

Display Interactive Guidance

Display instructions that indicate the next step to take when working with this report. These instructions appear at the top of the report in a status bar located just below the function buttons. This menu item is enabled only if instructions exist for the current status.

Print Firm Name in Footer

Prints firm name in the footer as defined in the firm settings. See Firm Information.

Print Firm Logo in Footer

Prints firm logo in the footer as defined in the firm settings. See Firm Information.

Print Current Date/Time in Footer

Print the current date and time in the footer of each page of the document. The date and time format are as set in your Windows regional settings.

Print Client Path in Footer

Print the client path in the footer of each page of the document.

Highlight External Cells

Highlight all externally linked cells in the document in red.

For the firm author, a report is opened in your web browser that displays each externally linked cell that is retained on year-end close, along with the group, form, and ID of the CaseView database entry to which the cell is linked. This enables the firm author to easily track values that are written to the database and retained on year-end close.

Reapply Styles

Change the document fonts to the character set in use on your computer. This makes it possible to type information in both English and one other language that uses non-Western characters.

Expand All

Expand all of the reportable items in the document.

Edit Reportable Item

Edit an existing reportable item. The cursor must be on the reportable item that you want to edit to use this menu item.

Delete Reportable Item

Delete an existing reportable item. The cursor must be on the reportable item that you want to delete to use this menu item.

Management letter report

Display or hide the Management letter report column of the report.

Display or hide the Report for those charged with governance column of the report.

Internal Audit

Display or hide the Internal Audit column of the report.

Reason

Display or hide the Reason column of the report.

Rating

Display or hide the Rating column of the report.

Grouping

Display or hide the Grouping column of the report.

W/P ref.

Display or hide the W/P ref. column of the report.

Reset Column Width

Reset the column widths of the report to their default settings. Columns can be adjusted by clicking the Show Ruler button, placing the cursor on the table heading, and using the ruler to adjust the width of each column.