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The Issues report works in a similar way as the Documents report. It displays in a single report all issues entered in the working papers. You can add issues to all working papers through their Information section.

To access the report, open the Reports tab and click the Issues button.

Select the issue type from the drop-down menu:

  • Issues to discuss with the team - shows a list of all issues which have to be discussed with the audit team
  • Issues to discuss with the client - shows a list of all issues which have to be discussed with the client
  • Issues for subsequent audit - shows a list of all issues for the subsequent audit
  • Issues from previous audit - shows a list of all issues from the previous audit

You can use the Issues to show filter to choose what issues to visualise:

  • All issues
  • Undiscussed

Click the button to mark an issue as Discussed or Undiscussed. The option is available for all issues except for the subsequent audit ones.

If you right click on an issue, you will open its context menu and access a number of additional actions.

The Print button opens the window for selection and printing of templates, which you can use to print out the issues. The templates supported by the program can be personalised according to your preferences.

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