This section contains reports that are uncategorised in other sections.
To access them, open the Reports tab and click the Other button.
From the drop-down menu, select Data or Documents.
¶ Data
If you have selected the Data option, the program will open the
Audit data window.
Here, you can see the entire collected and systemised information about
the audit engagement. The report summarises all audit, team, and client
data, as well as all findings, adjustments, etc. in an easy-to-use
interface.
The two buttons give access to the actions:
Print - open
the window for selection and printing of
templates- Refresh - refresh data
¶ Documents
If you have selected the Documents option, the program will open the
Select template window. This report displays
information in the same way as it is organised in the audit engagement
file.
- Preview - open the preview window
- Print - open the window for print setup
- E-Mail - open the window for sending messages. The
template will be attached to your message as a PDF file.
To edit templates, you must switch to edit mode. To do so, click
Settings. The following buttons will become active:
- Edit - edit the selected template
- Copy - copy the selected template
- Load - load the template from a file on the local computer
- Save - save the template to a file on the local computer
Save - save
the changes made- Cancel - discard all changes made after the window was opened
Note
You cannot delete system templates (coloured in grey). If you need to
edit a system template, you can copy it first and then edit the
template-copy.