How do I convert an existing engagement file to 'Micro Audit' profile?

How do I convert an existing engagement file to 'Micro Audit' profile?

Since the introduction of the Micro Audit profile in the latest template, you may have the desire to switch some of your existing engagement files into the new Micro Audit layout.
This should only be considered if you can see a real advantage in doing so. It is important to note that proceeding with this process will mean some aspects of your engagement file will need to be redone.
Follow the steps below to convert your current engagement file into the Micro Audit profile:
  1. Open Working Papers and select New tab.
  2. Perform the following steps:
    a) Enter a Name for the new engagement file and select Audit System.
    b) Select Create and Import date.
    c) Select Existing File.
    d) Press Next to proceed.
  3. In the next screen, perform the following:
    a) Browse for the engagement file you wish to Convert. Select the 'AC' file when found.
    b) Press Open. This will load the engagement file into the next screen.
    c) Press Next to proceed.
    d) Press Finish to begin the process.
  4. If you wish to conduct a Year-end Close on the data before the new file is established, press Yes to the next message. Otherwise press No. If you press Yes it will take a little more time.
  5. Select Micro Audit and press OK.
  6. When the file has finish creating, close the Micro Audit Profile Guidance and open up the Trial Balance (CTRL W).
  7. In the Trial Balance screen you will notice the engagement file will have the Full IFRS Mapping numbers (e.g. 1.1.2.110.100.100.100.000.00000.000). We need to convert these to the Mapping numbers of Micro Audit. Use the video below to help visualise the next five steps.
    a) Important first step. Ensure you have the HOME ribbon selected.
    b) Important second step. Click your mouse on one of the L/S groups - Doesn't matter which one. This is to prevent you inadvertently selecting another column in the trial balance.
    b) Hold CTRL and with your mouse, press the L/S column heading while holding the CTRL key. The result should be the whole L/S column is highlighted.
    c) From the HOME ribbon, press Copy. 
    d) Now repeat step 7b above but this time for the Mapping column. Ensure the Mapping Column is now highlighted.
    e) From the HOME ribbon, press Paste. The result should be the Mapping column and the L/S column have identical groupings.
  8. Now that we have fixed your trial balance and mapping assignments, we need to remove the Full IFRS Mapping numbers (e.g. 1.1.2.110.100.100.100.000.00000.000) out of the engagement.
    a) Press the Mapping button on the template toolbar (or Account | Assign Mapping from 'CaseWare' ribbon).
    b) Select  the Full IFRS Mapping numbers (e.g. 1.1.2.110.100.100.100.000.00000.000) and press Delete on your keyboard (do not right-click). The Full IFRS Mapping Numbers should now be gone.
    c) Press OK.



You have now successfully converted your engagement file into the Micro Audit layout. 

It is important to consider adding any permanent workpapers from the original file before starting your engagement.

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