Release notes for CaseWare® Audit International – February 2010
Please review the following information prior to opening CaseWare® Audit International. It is recommended that you print a copy of this document and keep it for reference.
a) If any errors are displayed during installation, please call CaseWare International Inc. Technical Support in your country.
b) Refer to the Getting Started Guide for instructions on how to get started to use this template.
c) Any questions relating to the content included in the forms should be directed to the CICA at (1) (416) 977-3222.
Enhancements
Following are the enhancements and modifications between version 2009.00.117 and this version (2009.50.127):
· Changed input cells to paragraphs In Work Programs and Checklists. Edits to procedures, conclusions procedure guidance and notes can now be made directly in the relevant area.
· Added option in the Completion Responses document for “Auto-complete” when certain responses for work program procedures are selected. This option enables users to automatically populate all responses with the same response (For example if N/A is answered in the first sub-procedure, an option is enabled to complete sub-procedures below with the same N/A response). This option must be enabled by your firm.
· Enhanced creation of sub-procedures to create multiple sub-procedures at once. You can now select to insert 1 – 99 sub-procedures.
· Added functionality to Work Programs and Checklists to quickly switch between portrait and landscape page views.
· Added buttons to the Edit Procedure Properties dialog to quickly add new Groupings and Sub-Groupings.
· Enhanced new procedures so they are automatically assigned to the grouping based on cursor position.
· Added option to automatically complete the sign off initials and date as soon as an explanation is selected in a work program. This option must be enabled by your firm.
· Added option to automatically create an issue when any specific completion response is selected for work program procedure. Issues created are available in the Issues area and transferred to the new Partner and Manager Summary. Your firm must enable this option.
· Added option to display or hide all procedure guidance at once. Previously this had to be done on a procedure-by-procedure basis.
· Enabled option to link procedures to risks.
· Created a powerful report that accumulates key information relevant to the audit in one centralized report. Summarizes the critical areas and provides an overview of the total engagement.
· Designed a new report that provides information comparing the documents in your current engagement file to the master file. The report highlights which documents are different to ensure that you have the most current content. Details are also provided where procedures have been updated in a work program or checklist.
· Added support to allow multiple Authors to work concurrently in different Work Programs and Checklists documents.
· Added functionality for firms to make options available at engagement level to auto-complete responses, auto-complete sign-offs and automatically create issues when certain responses selected.
· Added option for content authors to control what specific procedures are available to users.
· Added functionality for firm to prevent users from working on certain documents until other documents have been completed. The firm can specify the prerequisite documents that must be completed first as well as the consequences of not meeting the prerequisites including:
o No consequences – an icon is displayed to advise users that document dependencies exist.
o Warning - a customizable warning dialog on opening the dependant document.
o Lock document - the user is blocked from editing the document unless a password is used.
· Added functionality for firms to create conditional conclusions, which vary, dependent on the answers provided by the user to procedures in a work program or checklist. Conditions can be set for specific procedures or all procedures.
· Expanded the dialog for identifying risks to include an area showing which specific work program or checklist procedures are linked to the risk.
· Enhanced risk report to link and display short names of specific work program and checklist where a specific risk is addressed. This can be displayed in both the full risk report and in the risk report that can be displayed at the top of individual work programs and checklists.
· Added additional grouping criteria for Risks when generating the Risk Report Link Risk to Procedures.
· Provided quick access to CaseWare RiskSpace from any document in Audit. CaseWare RiskSpace is an online community that lets you quickly download free content to help you identify risks, related controls and management letter comments.
· Updated the interface including updated buttons, fonts and colors of key documents.
· Updated the Packager installation screen.
· Added colors to the risk report document to correlate with severity assigned to the individual risk.
· Updated the look of the Guidance in documents
· Added header to Procedure and Audit Response Section
· Added to each document a distinctive icon to reflect the type of document. Easily identify when you are in the master template, worksheets, option documents, work programs and checklists.
· Added button to quickly toggle gridlines on work programs and checklist procedures.
· Ensure template takes advantage of all new CaseWare and CaseView features. Of particular interest to template users, new CaseView features include:
· Document Map - a navigational tool which allows tagged paragraphs to be sequentially listed with an alternate intuitive title rather than the existing paragraph tag.
· Printing and Print Preview - added an option to the print dialog to scale pages such that wide tables will fit on one page. This is useful for unreleased print jobs where it is not necessary to waste time and paper printing the full size table.
· Updated and reorganized the help in many areas.
· Added additional QuickVids to CaseWare International's website. QuickVids provide quick tutorials on the key functionality in Audit and help you take advantage of many powerful features in Audit.