Agile Audit mapping structure

Agile Audit mapping structure

Based on recent questions we have received from Agile Audit customers, we have developed this explanatory FAQ on the use of the current mapping structure in Agile Audit.

Background:
The Mapping structure included in version 1 was designed to be condensed and to align with the common primary statement line items only.  As a result, we are aware that some firms have added in their own additional groups.

Interim measure:
Please be advised that we will be disabling the feature to add in custom groups in the coming weeks (we will advise you of an exact date when this is confirmed), based on feedback received from both customers and CaseWare International. 

There are  2 key limitations when adding in custom groups:
  1. Can’t delete groups once they are created
  2. Can’t have firm-created groups flow to Analysis areas in checklist

Future plan:
We are currently revising our mapping structure, with a focus on developing a consistent one that can be used across all CW ANZ Cloud-based apps (e.g. Agile Audit, Cloud Finanicials, AnalyticsAI, etc.)
This new structure will be far more detailed, and therefore, we expect it will address the reason firms have been customising the mapping structure.

Action required by firms:
To ensure that there is minimal or no impact to your existing files, we strongly recommend that firms stop adding custom groups, and wait for the release of our revised mapping structure in early 2021.

Conclusion
The review and amendment of the current Agile Audit mapping structure is a current project for us, and we expect to complete early in the New Year. We will be sending out an update email prior to the release of the new mapping structure, so we recommend you inform your firm’s primary contact to keep an eye out for such an email. 

If you have any questions or feedback that you want to share regarding the mapping structure, please share this with our customer support team via contact details below. 

Customer Service:
Ph: (03) 9660 4688

    • Related Articles

    • Agile Audit Process Map

      The Agile Audit process map attached in this FAQ below illustrate the best methodology to use our CaseWare Agile Audit for an audit engagement. To go alongside the process map, a series of FAQs are below to provide details on parts of the process ...
    • Getting Started - Agile Audit

      Before following the below steps, please ensure that all relevant staff have the Agile Audit ANZ app enabled within their cloud account. See Enabling Agile Audit for staff to learn how to. Step 1: Create an Agile Audit engagement For more ...
    • What's New in Agile Audit?

      April 2024 This Major update includes: Enhancements: Improvements to 1-005 Independence Summary which is now displaying team member positions and new links to the new Engagement Teams table in 2-600 Overall Audit Strategy. This will improve ...
    • How to import a Trial balance and adjustments from an Agile audit engagement into a Cloud Financials engagement file.

      Cloud Financials provides the ability for users to easily import a mapped trial balance along with adjustments from an Agile audit engagement into a Cloud Financials engagement. This method cuts down the TB import time for users who need to create ...
    • Efficiently Mapping Audit Only Files

      Audit System users who will not be using the Financials IFRS template, can use the mapping “audit” filter to simplify the list of mapping numbers required for audit, and to hide all the Financials IFRS specific mapping numbers. The remaining mapping ...