• Completing and Reporting
  • Document Sign-Off Report
  • Summary of Identified Misstatements Worksheet
  • Document Properties
  • Diagnostic Report
  • Management Letter Report - Filters
  • Creating and Configuring the Management Letter
  • Displaying Reportable Items in the Management Letter
  • Generating a document sign-off report
  • Uploading key engagement information to CaseWare Cloud

Creating and Configuring the Management Letter

Procedure

1. From the Document Manager, open the New Master Documents folder.
2. Right-click the MGTLETTER Sample management letter document and select Copy.
3. Right-click the location in the Document Manager for the new management letter and select Paste.
4. Right-click the new document and select Properties.
5. Change the document Number and Name and click OK.
6. Open the new document and click the Configure( ) icon.
7. Select applicable options and areas to display for your letter. >>Quick Reference?

8. Click the Refresh button to populate the letter with the specified settings and for pre-defined reportable items.

   Note: Selecting Refresh will overwrite any changes to reportable items that have been modified. Any changes to the text of reportable items must be made to the reportable item by selecting each item from within the letter or from the report.

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