How to Add a Reference to a Procedure within an Audit Program?

How to Add a Reference to a Procedure within an Audit Program?

A 'manual reference' and/or a 'document reference' can be added to any procedure within the Audit Program.

To add a reference to a procedure, open the Audit Program and complete the following steps:

1. Click anywhere in the row that contains the appropriate procedure
 
2.Display the 'Annotation' dialog by either:
  • Clicking on the Insert New Reference button (+) under the Ref column. 
  • Right clicking and selecting Insert New Reference; or
  • From the 'Audit Program' menu selecting Procedure | Insert New Reference
Document Reference:

3. Click the drop-down button for the picklist in the top section of the Annotation Window and select the document your wish to reference.

Manual Reference:

4. Click the drop-down button for the picklist in the bottom section of the Annotation Window and type in your manual reference.

Click the OK button.

Note: All document (automatic) references are hyperlinks to the actual document. Click to launch the document reference.


 

    • Related Articles

    • Audit System document and procedure updates

      What’s New for October 2020? The following items were updated in the Audit System October 2020 release: Updates to the ASA 540 (and ISA (NZ) 540 for NZ engagements) workpapers and all other associated workpapers. Updates to the ASRE 2410 workpapers ...
    • How to sort Groups Procedures within the Programs Checklists Worksheets.

      The Audit System template has a feature called "Groupings" & "Sub-groupings" to group similar procedures.  Follow the steps below to sort any group or subgroup within Programs / Checklists / Worksheets: 1. Place the cursor on the required group or ...
    • How to retain Document References on a Roll Forward?

      CaseWare Working Papers allows users to roll forward their Document References into next year’s file. This saves re-referencing in the new year’s file and can be particularly useful if also rolling forward external documents as Placeholders. ...
    • How to use programs / checklists in Audit System

      This Tip Vid demonstrates the functionality of the Programs / Checklists / Worksheets in the Audit System template.  Note: You will require a password to view this video. Please email support at support@caseware.com.au for the password.
    • 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 ...