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AuditEssential

Complete Audit Programs

You perform this step in the
Audit Program Preparation
 section in the
Navigation
 pane, by selecting Completion View in upper right drop down.
Double-click any blue underlined PPC workpaper reference to add the workpaper to your engagement or to navigate to the workpaper if it already exists in your engagement. You can also assign any workpaper to an audit program step, which places a link to the workpaper in the Workpaper Index column.
Sign off steps as they are completed by right-clicking the step and selecting
Step Sign-off
. Click the yellow comment icon next to a step to add comments, as needed.
Notice that the pop-up menu gives you several other options, including inserting workpaper and memo references, as well as hyperlinks.
Insert Workpaper Reference
To add a related workpaper, right-click an existing workpaper in the Workpaper Index column and select
Insert Workpaper Reference
from the pop-up menu. On the
Insert Workpaper Reference
 window, click the plus sign to expand a category.
Select the workpaper and click
Select
. The additional workpaper becomes available.
Insert a Memo Reference
To add a memo related to a workpaper in the Workpaper Index column, right-click and select
Insert Memo Reference
from the pop-up menu. Type your memo and click
OK
. Your memo appears below the related workpaper.
Add Document
To add a link to another document:
  1. Right-click an existing workpaper in the Workpaper Index column and select
    Add Document
    from the pop-up menu.
  2. Select a document type, such as a PPC form.
  3. On the
    Add PPC Forms
     window, select a form and the number of copies you need.
  4. Click
    Next
    . The selected PPC workpaper is listed on the
    Workpaper properties
     window.
  5. Click
    Finish
    .
  6. Click
    Yes
    in the pop-up window that asks if you want to link to this document.
    Your added document is available for viewing from the Workpaper Index column.
Sign-Off Properties
For sign-off, you can determine what displays in the
Performed by and Date
column: initials, date format, and the date you want to display. To access the Sign-off Properties window, select
Sign-off Properties
from the
Tools
 menu:
Make your changes on the
Sign-off Properties
 window and click
OK
.
Go To/Link to Workpaper
Whenever you double-click a blue underlined workpaper in an audit program step, the Go To/Link to Workpaper window opens. If you click
Add link to Step
, that step will appear in the Workpaper Index column next to that step.
If you click
Go to Selected
, the selected workpaper will open.