Common Buttons

Open the Risk Dialog to document risks identified throughout the audit.

The drop-down menu next to the New Risk button provides the following options:

Opens the Controls Dialog to document controls identified throughout the audit.

The drop-down menu next to the New Control button provides the following options:

Opens the New Reportable Item Dialog to document reportable items identified throughout the audit.

Opens an area where options for the report are configured. Use the drop-down lists to select items.

Opens an area where additional business cycles can be defined. Cycles can be added or deleted and relevant control matrix and walkthrough documents can be defined.

Refreshes the opening balances from the engagement trial balance and update planning balances in the Financial Statement Areas Worksheet.

Refreshes the Management Letter with pre-defined reportable items and specified configuration settings.

Inserts/removes the risk report area in Financial Statement Areas Worksheet and Work Programs/Checklists. When included, the risk report information displays at the top of the worksheet and shows risks that are applicable to all financial statement areas affected (Entity level risks).

Shows/hides the ruler at the top of the work program. The ruler can be used to resize column size within the work program.

Select the desired paper size and orientation. Options for orientation are portrait or landscape and for paper size A4 or letter paper.

Saves a view based on selected filters in Risk Reports or Control Matrices.

Deletes a view previously saved in Risk Reports or Control Matrices.

Opens the risk report in a new window.

Launches Constellation

Opens the Financial Statement Areas worksheet in a new window.

Opens the online help specific to the current template document.

Returns to the Working Papers Document Manager/Work Flow Panel.

Updates the tooltip for procedure conditions and actions in a work program/checklist.

Select an item from a predefined list.

In some circumstances, you can select Other from the list to display an input cell where you can type your own description.