Dashboard - Sherlock AU Standard - Manager and Partner summary tab
Engagement filter
Designed to assist you to filter down to the file of interest, the engagement filter extracts all the names of users that have signed off independence within an engagement file for the selected year end.
Once you select the name of the user, the list of files on the right will be filtered to show engagements where they have signed off independence. From there, selecting a file on the right will filter the dashboard below.
Risk Summary
The Risk Summary is a high level, visual overview of all risks raised in the selected engagement. Designed to provide snapshot information for users about the risks and their key information
Control Summary
Similarly to the Risk Summary, the Control summary displays all controls raised and notes if they are a key control along with the control testing results
MLP Summary
The Management Letterpoint Summary displays the MLPs from the file, grouped by category with key information on their statuses
Issues Summary
All issues raised in the file will be reported here and it provides a good means of tracking file progress and completion. Issues are grouped by type and show information on status and who they are assigned to
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Sherlock frequently asked questions
You'll find some of the most frequently asked questions (FAQs) on Caseware Sherlock below. Setup How can I view my engagement data in Caseware Sherlock? You can view engagement data in Caseware Sherlock when you meet the following requirements: You ...
What is Caseware Sherlock?
Caseware Sherlock is pioneering accounting practice intelligence for firms globally. It’s a powerful, secure, cloud-based business intelligence platform with a sleek user interface. Sherlock automatically gathers and stores data from your firm’s ...