• User Help
  • Creating Client Files
  • Client File Setup
    • Select an engagement profile
    • Assigning mapping numbers
    • Assigning users
    • Audit Optimiser Confirmation Report
    • Engagement properties
    • Entity structure
    • Optimiser Checklist
    • Procedure Allocation Maintenance Report
    • Work Flow Panel
    • Industry-Specific Content
    • Assigning Mapping Numbers to Accounts
    • Disabling the Work Flow Panel
    • Completing the Optimiser Checklist
    • Specifying procedure allocation options
    • Importing a Trial Balance
    • Navigating the File Using the Work Flow Panel
  • Planning
  • Financial Statement Areas Worksheet
  • Risk Assessment and Identification
  • Risk Response
  • Completing and Reporting Audits
  • Constellations
  • Getting Ready For Next Year
  • Printing Documents

Client File Setup

The following topics describe how to set up your client file after you have created it.

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