View Menu
These options are available from the
View
menu on the main menu bar. Name | Description | Shortcut |
|---|---|---|
Practical Considerations | Toggle the display of Practical Considerations within the included engagement procedures and planning forms. Practical Considerations are designated by blue text. | Alt + V + P |
Identified Risks | View the list of identified risks for the active area. | Alt + V + R |
Show Modified Step Flag | Toggle the display of the modified step flag within the engagement procedures. Click the flag icon to view the original PPC procedure text and the procedure as currently modified. In the case of an engagement that has been rolled forward, click the flag icon to view the procedure used in the prior period, the original PPC procedure for the current period, and the procedure as currently modified. In either case, you have the option to select the version you wish to use in the current engagement. | Alt + V + M |
Show Prior Period Selected Steps Flag | Toggle the display of a prior period selected steps flag icon. This flag displays in the right-hand pane of the engagement procedures review screen. It designates steps that were selected in the prior period. This feature is only available for engagements which have been rolled forward. | Alt + V + S |
Procedures By Assertion | Displays a filtered list of procedures related to one or more selected assertions. | Alt + V + A |
Item | This submenu appears when Internal Control and Disclosure are installed. See the tables below. | Alt + V + T |
note
SMART Practice Aids applies your
View
menu settings to the entire engagement for that session.Internal Control Installed
Users who install
SMART Practice Aids – Internal Control
also see an Item
submenu with the following option.Name | Description | Shortcut |
|---|---|---|
Exceptions | Opens a new window that displays information about a selected exception. | N/A |
Disclosure Installed
Users who install
SMART Practice Aids – Disclosure
also see an Item
submenu with the following option.Name | Description | Shortcut |
|---|---|---|
Disclosure Note | Opens a new windows that displays information about a selected Disclosure Note. | N/A |
Field Work Installed
Users who install and enable
SMART Practice Aids – Field Work
for their audit engagement see the following additional option on the View
menu.Name | Description | Shortcut |
|---|---|---|
SMART Audit Program Design | Allows you to filter your audit program to display only audit procedures, identified risks, and risk assessments related to one or more relevant assertions. The purpose is to help you isolate risks and audit procedures for one or more assertions, helping you ensure that you are not over-auditing or under-auditing the assertion. You can view identified risks and edit audit program procedures in this view. | N/A |