Reportable Items

As part of the client engagement process, the engagement team may identify issues or items that require reporting to management or other parties charged with governance. Audit's Reportable Item feature allows for the accumulation, management and automatic reporting of reportable items.

Record reportable items as they are identified throughout the engagement process by clicking in any work program or checklist document, and from other selected forms. This displays the New reportable item dialog, which enables you to select the applicable reportable item attributes, add recommendations, and link each item to specific letter types. If you do not need reportable items for your client files, you can disable them in the AO - General Options document.

Reportable items identified throughout the engagement can be accumulated in the Management Letter Report. From within the Management Letter Report, reportable items can be created, copied, and edited.

Management letters can be created that automatically link and generate with the appropriate reportable items.