How to create a Combined Audit and Financials Engagement File?

How to create a Combined Audit and Financials Engagement File?

To create a combined Audit and Financial Engagement File, follow the steps below.

Prerequisites:
A combined file can only be created if both the Audit Systems and Financial IFRS templates are installed.
  • Audit Systems Template
  • Financials IFRS Template
Procedure:
1. Open CaseWare Working Papers > New.
2. Select Audit System Template and choose "Create File".

3. Choose your relevant Profile.
4. Once loaded, select yes on the message below.

5. If you select No, the engagement file will create an audit only engagement file. 
 

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