What's new - Caseware AnalyticsAI Spring 2021 (v2.128.0)

For a demonstration of what's new, watch the video below.

Timestamps for AnalyticsAI features:

  • 00.00s – 01.13s

  • 01.43s – 03.21s

Here is a listing of what's new for the Caseware AnalyticsAI Spring 2021 release.

New Documents page layout

The Documents page has been redesigned to enhance the overall navigation and accessibility experience.

  • Phases are now aligned to the left of the page for quick access

  • You can replace documents by dragging and dropping an external document (PDF, MS Office documents, etc.) onto an existing document or by selecting More Actions () | Replace. You can retain or remove pre-existing signoffs

  • The signoff icons now display in a row next to the documents

To learn more, see Manage the engagement documents.

Customize signoff roles and schemes

You can now modify or create new signoff roles and schemes from the Engagement Settings dialog.

  • Roles, where you define the preparer role labels and the reviewer role labels. You can add as many roles as needed.

  • Schemes, where you set up the applicable combination of preparer roles and reviewer roles for a specific document or a group of documents. You can create as many schemes as needed.

To learn more, see Define signoff roles and schemes.

Connector support

You can now use Caseware Cloud Connector within your engagement files. Cloud Connector is a Microsoft Office add-in that provides real-time data linkages between your engagement and MS Excel. These linkages allow you to retrieve data from your engagement file, then insert the information into an Excel file. Any changes made to engagement file data will automatically update in the Excel file.

To learn more, see How to get started with Cloud Connector.

New transactions filters

The Columns and Filters drop-downs in the Transactions tab in the Data page have witnessed a few additions and updates:

  • A new column selection Document Number is added in the Columns drop-down.
  • The Source column selection and filter are renamed to Document Type.

The Columns drop-down.

Notebooks in AnalyticsAI

You can now see the underlying code running for AnalyticsAI tests with the Notebooks functionality. This helps auditors in understanding the various AnalyticsAI tests.

See Notebooks for more information.

Enhanced review tools for checklists

Review tools in checklists have been improved to complement custom signoffs.

If the Modified since last review option is turned on in the Documents page and you open a checklist that has been modified after reviewer signoff, the Review tools dialog opens automatically and the changes made since the last review display in the checklist.

Hinweis: If the Modified since last review option is turned off in the Documents page, you must manually turn on review tools in the checklist to view modifications since the last review.

You can choose to view changes made since engagement creation instead of using the drop-down.

To learn more, see Review and customize signoff schemes and Work with Review Tools.

The Review Tools drop-down.

Improved query layout

The query layout now features buttons available at the bottom of each question. Clients can select the Submit Response button to submit their responses to each question. Once they do, the button changes to reflect that a response has been submitted.

The Submit Response button is also available to you so you can submit responses on behalf of clients who have provided responses outside of the query.

When you review the query responses, you can use the buttons to Accept or Return each response. The status of each query question is also now displayed at the top right of the question.

To learn more, see Staff-Contact collaboration (Queries).

Edit and delete comments in queries

You can now edit and delete your comments in queries.

  • Timestamps for edited and deleted comments display in the Comments area

  • Deleted comments are not visible to contacts

  • Comments cannot be edited or deleted if the query is marked as complete or canceled

The Edit and Delete options for query comments.

The comments area also now displays the history of each question. The query question history includes the timestamp and username for the following actions:

  • Query is sent to the contact

  • Contact responds to the question

  • Contact marks the question as responded

  • Response is accepted

  • Response is rejected

This information is also included in the engagement archive saved when you use the Download reference copy option. Note that the query question history is not available for contacts.

To learn more, see Staff-Contact collaboration (Queries).

Customize format settings

You can now change the default product settings for the following format settings in an engagement:

  • Währung

  • Date format

  • Zahlen

  • Measurement unit

The selections you’ve made are retained when the engagement is carried forward.

To learn more, see Access the product settings.

Reimport trial balance from different source

The Reimport from different source option is now available in the Data page so you can select a different source when re-importing trial balance data.

For more information, see Import data from online accounting software.