How to create a Combined Audit and Financials Engagement File?
To create a combined Audit and Financial Engagement File, follow the steps
A combined file can only be created if both the Audit Systems and
Financial IFRS templates are installed.
- Audit Systems Template
- Financials IFRS Template
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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Cloud Financials questions
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Financials Template Process Map
The Financials Process Map (attached below) provides FinancialsIFRS users with an efficient and effective step-by-step approach to generating a set of financial statements in year one, and rolling forward and updating them in year two onwards.