• Creating Client Files
  • Creating a Client File
  • General Options
  • Procedure Allocation Maintenance Report - Columns
  • Recommended Folders To Copy
  • Adding Document Library Content
  • Creating a new client file
  • Creating a new client file from existing client data
  • Creating a new file from a client's QuickBooks file

Recommended Folders To Copy

Audit US SSARS 21 includes the following default folders:

• Instructions
• Optimizer
• General
• Planning
• Risk Assessment
• Audit Plans and Procedures- Assets
• Audit Plans and Procedures- Liabilities And Equity
• Audit Plans and Procedures- Income Statement
• Completion Documents
• Update
• Control Documents

• Instructions
• Optimizer/Setup
• General Inquiries and Analysis
• Assets
• Liabilities and Equity
• Income Statement
• Completion Documents
• Update
• Control Documents

Note: Not all documents are included in the folder. Documents within your current client file with the same document number should be deleted prior to copying over new documents that use the same number. Many of the Audit template documents write to the client file database, and retaining duplicates of them may cause problems.

We recommend copying the following folders into a Document Library:

Folders that should always be copied include:

• Update folder
• Control Documents folder

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