How do I use the Data tab?
The Data tab within both SMSF Audit and Agile Audit includes a number of screens, and is where data can be imported, viewed, analysed and referenced to.
The following video walks through each of these screens, and summarises what can be done in each.
We recommend you also refer to the following FAQs related to other important features of the Data screen:
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 ...
Enabling Agile Audit for staff
After Agile Audit ANZ has been enabled on your firm’s CaseWare Cloud site, a Cloud administrator will need to assign the app to the relevant staff to access and use. This is done one of two ways: Both options below can only be performed by a Cloud ...
Consolidation in Agile Audit
Although consolidation is a feature in Agile Audit, it is important to be aware of a few key rules/best practices: 1. Only Trial Balance and journal data will be consolidated - there is no consolidation of risks or documentation between entities ...
SMSF Audit letter and workpaper templates
With the assistance of our SMSF Audit content provider, we have developed the following letter and work papers templates for SMSF auditors to use - all are attached at the bottom of this FAQ. These template letters and work papers can be tailored by ...
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 ...