Documents page navigation
When you navigate back to the Documents page after viewing a document, you are now automatically returned to the same location. This improvement ensures you don’t have to spend time navigating back to your previous location.
File restoration
You can now restore and download deleted third-party files from the new Recycle Bin. Examples of third-party files include Word, Excel and PDF documents.
When you delete a third-party file, the
When you navigate to the Recycle Bin page, you can view a list of deleted documents and select to download them or view the file history from the ) menu.
From the File History page, you can view all previous versions of the document and select a version to restore.
Duplicate adjustments
You can now use the Duplicate option to duplicatie adjustments. This option creates a new adjustment with the same type, description and account details as the original adjustment.
Note that any annotations, issues, or signoffs associated with the adjustment are not copied, and the duplicate adjustment defaults to the current year even if the original adjustment is for the prior year.
Copy visibility settings
As a firm author, you can now copy visibility settings for dynamic tables and text sections in your firm template that have been authored by Caseware in financial statements.
Carry forward for controls
Controls are now included when engagements are carried forward.
Issues for contacts
A new issue type, Client Comments, has been added. Client contacts with read-only permissions can create, view and respond to issues of this type. This allows contacts to add and respond to issues where their input is required, while maintaining the ability for staff users to discuss other issues privately.
The Controls tab is available in the risk module and the module name is changed to Risks & controls.
A number of enhancements have been made to engagement consolidation to support more complicated consolidation hierarchies and circumstances where subsidiary entities do not require separate engagements.
You can now use the Add imported TB option to create internal subsidiary entities for your parent entity and upload trial balance data without linking a separate engagement file for the subsidiary.
You can now create new Word and Excel documents from within an engagement on the Documents page.
General content update
Planning balances are enabled
Risk assessment
Signoffs
(Re)Insurance companies
Similarly to the risk report, you can sign off the entire report or individually sign off each risk in the risk assessment report.
You can now apply custom signoff schemes to the risk and risk assessment reports.
The following list summarizes the content updates implemented:
Document Number Lux Audit |
Document name |
A200 |
Added 1 new procedure. |
A300 |
Added 1 new procedure. |
B100 |
Minor change to document guidance. |
B200 |
3 new sub procedures included for Agricultural assets, Leases for lessees, and Government grants. |
B600 |
Minor changes to 3 procedures. |
B600 |
Minor change to document guidance. Added 1 new procedure. |
B305 |
Minor change to document guidance. |
B310 |
Minor change to document guidance. |
B250 |
Deleted 5 procedures. |
B320 |
Minor change to document guidance. |
C115
|
Minor change to document guidance. |
C155 (New form) |
New form. The document will show when the user selects Yes for The engagement requires documentation on the nature of the consultation procedure in document A200. |
C170 (New form) |
New form, included in a new Group Audit Concise Content folder in the Risk Response section. The document will show when the user selects Yes for the Group audit alternative approach procedure in document A300. |
C180 (New form) |
New form, included in a new Group Audit Concise Content folder in the Risk Response section. The document will show when the user selects Yes for the Group audit alternative approach procedure in document A300. |
C190 (New form) |
New form, included in a new Group Audit Concise Content folder in the Risk Response section. The document will show when the user selects Yes for the Group audit alternative approach procedure in document A300. |
110.125 130.125 1600.125 1650.125 1600.103 1600.107 |
Minor change in Sample size text. |
40.101 (New form) |
New form. |
335.101 (New form) |
New form. |
340.101 (New form) |
New form. |
D300 |
Minor change to document guidance. |
D610 |
Moderate changes to 21 procedures. |
D545L |
Minor changes to content. |
Document Number Cloud |
Changes |
B250 (New Form) |
Updated the name of the Form. Reworded instructions for clarity and defined a complex accounting estimate. Added additional procedure to allow for documentation of the nature of the estimation. Added explicit procedure for documenting estimation uncertainty. Reworded procedures for clarity and removed duplicated procedure. |
B255 (New Form) |
Updated the name of the Form. Clarifications within the instructions and define a complex accounting estimate. Addition of data integrity procedures for compliance with ISA540 A39. Reworded procedures for clarity and remove duplicate procedure. |
C130 |
Major change to 7 procedures. Added 7 new procedures Delete 6 procedures. |
B600 |
Added additional procedure, “Significant judgement relating to the reasonability of accounting estimates and related disclosures (ISA 540.39e).” |
All X.101 Forms |
Deleted 6 procedures |
1.101 |
Major change to 9 procedures. Added 2 procedures |
5.101 |
Major change to 9 procedures. Added 2 procedures |
10.101 |
Major change to 9 procedures. Added 2 procedures |
20.101 |
Major change to 9 procedures. Added 2 procedures |
35.101 |
Major change to 9 procedures. Added 2 procedures Minor change to 3 procedure. |
110.101 |
Major change to 9 procedures. Added 2 procedures |
120.101 |
Major change to 10 procedures. Added 2 procedures |
130.101 |
Major change to 9 procedures. Added 2 procedures |
135.101 |
Major change to 10 procedures. Added 2 procedures |
140.101 |
Major change to 7 procedures. Minor change to 1 procedure Added 2 procedures |
200.101 |
Major change to 7 procedures. Added 2 procedures |
200.102 |
Major change to 7 procedures. Added 2 procedures |
300.101 |
Major change to 9 procedures. Added 2 procedures |
325.101 |
Major change to 9 procedures. Added 2 procedures |
330.101 |
Major change to 9 procedures. Added 2 procedures |
400.101 |
Major change to 9 procedures. Added 2 procedures |
425.101 |
Major change to 9 procedures. Added 2 procedures |
430.101 |
Major change to 7 procedures. Added 2 procedures |
1500.101 |
Major change to 9 procedures. Added 2 procedures |
1600.101 |
Major change to 9 procedures. Added 2 procedures |
1600.105 |
Major change to 9 procedures. Added 2 procedures |
1700.101 |
Major change to 9 procedures. Added 2 procedures |
1800.101 |
Major change to 9 procedures. Added 2 procedures |
Work Program improvements
We have added an additional sub-procedure in every grouping B. Substantive Procedures Extended type procedure in Work Programs, to assist in the documentation of the audit work.
Want to know more about CW Cloud connector? https://www.caseware.be/en/add-on/cloud-connector-excel-integration
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