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Modify or add visibility settings

You can add or modify visibility settings for content or documents that you’ve added in the template so that only the relevant items are available in the engagement.

Note: You can’t add or change visibility settings for the default documents or content that comes with your product. However, you can suppress it so it doesn’t show in the engagement.

What are visibility settings?

Visibility settings provide built-in automation so that only the relevant documents or content are available in your engagement file. This is achieved by setting up visibility conditions for various engagement items.

The application evaluates the conditions and if the conditions are met, some items are visible (available) in the engagement file. Otherwise, they’re hidden (not available).

Here are some use-cases:

  • Hide documents that are not relevant to the user until they have defined the scope of the engagement.

  • Make a text area in a document visible only if the user provides a specific response to a procedure. This is useful when you want to customize content of letters, memos, and other documents based on information collected from the trial balance or from various forms and checklists.

To set up visibility, you need to specify:

  • the condition type and its parameters

  • Parameters point to where the system fetches information (values) to evaluate the condition. Each condition type has a different set of parameters.

  • the visibility logic

  • Define the visibility action (whether the item hides or shows) when conditions are met. Also, if you’ve added more than one condition, you need to specify whether all the conditions or at least one condition must be true for the visibility action to apply.

Visibility conditions and examples

The following table describes the available visibility conditions:

Condition

Parameters

Example

RMM (Risk of Material Misstatement)

Select an assertion type, a group from the trial balance and one of the following conditions:

RMM - selected group has RMM for this assertion type

No RMM - selected group has no RMM for this assertion type

If Completeness for Cash has No RMM, then show this item.

Financial Grouping

Select a group from the trial balance, specify the year (current or prior) and one of the following balance values:

  • is zero
  • is non-zero
  • is material
  • is not material

If the balance for the Short term investment account for the Current year is material, then show this item

Response

Select a source document, a  procedure in the document and a response for the procedure

In the 200 Optimizer document, if the response to What is the type of engagement as defined under SSARS21? procedure is Compilation, then hide this item

Consolidation

Specify whether the engagement is Consolidated or Non-consolidated

If the engagement is Consolidated, then show this item

Reporting period

Select the reporting period:

  • Monthly
  • Quarterly
  • Semi-Annual
  • Annual

If the reporting period is Annual, the show this item

Date

Select the nature of the date:

  • Effective on
  • Expires on

Select the period type options for fiscal year and interim periods within a fiscal year:

  • Year start date
  • Year end date
  • Period start date
  • Period end date

Select the mathematical operations used to compare and evaluate (<,>,<=,>=)

Select the date

This item shows if effective date for the year start date is after November 30-2019.

Organization type

Select country and select organization type

If the entity type is Canadian Private Corporation, then show this item

Group

Add the conditions in this group

Note: All the above condition types are available for you to set up.

This item shows if the engagement type is Review and the entity type is Canadian Private Corporation or if the year star date is after October-21-2019

Example 1: One condition

The following visibility settings make a document visible if the fiscal year starts after November 30, 2018.

If the year start date for the engagement is December-20-2018, the condition evaluates true and the document is available (shown) in the engagement file.

If the year start date for the engagement is May-15-2018, the condition evaluates false and the document is not available (hidden) in the engagement file.

Example 2: Two conditions

The following visibility settings make a document visible if the engagement is a Review engagement with a fiscal year that starts after November-30-2018.

If the type of the engagement is Compilation and the engagement year start date is December-15-2018, the final result is false and the document is not available (hidden) in the file.

Example 3: One condition and a group of conditions

Let’s add a Group condition to have a nested setup. A Group condition allows you to group more than one condition and have them evaluated together. The result is then compared to other available conditions.

The following visibility settings make a document not visible if the engagement is a Preparation engagement or if the entity is a Canadian Private Corporation with a fiscal year that starts after December-31-2018.

If the engagement year start date is December-20-2018, the organization type is Canadian Controlled Private Corporation and the engagement type is Review, the final result is false and the document is not available (hidden) in the file.

Example 4: Two groups of conditions

The following settings make a document visible for fiscal years beginning after December 15, 2019, and interim periods within fiscal years beginning after December 15, 2020.

Let’s assume that the reporting period is Annual, year start date for that period is November-30-2018, the interim period is Monthly and the year start date for that period December- 30-2019.

The system evaluates the first group condition - and the result is false because one of the conditions is not met. Then it evaluates the second group condition and the result is true, because both conditions are met.

Lastly, it evaluates the results for the two group conditions based on the visibility logic at the top (which states that the document shows if any of the conditions is true) - to finally have an end result that the document is available (shows) in the file.

Add visibility settings in checklists

You can set visibility conditions for groups, subgroups, procedure or subprocedures so that your checklist only displays content that is relevant for the engagement. For example, if a trial balance group balance is immaterial, you can hide the related group of procedures.

Note: If you want to add visibility settings for a checklist in the firm template, you must have the Settings Admin role or similar to access the firm template. See Manage the firm template for information on how to open and edit the firm template.

Add visibility settings to the checklist document

Open the document to get started on setting visibility logic.

To set visibility for the document:

  1. Select the document name.

  2. The Document Properties dialog displays.

  3. Select Edit Visibility to display the Visibility Settings dialog.

  4. Select Hide or Show from the blue drop-down list to specify the visibility action.

  5. Select all or any to determine whether all conditions must be met or one condition must be met for the visibility action (from Step 3) to apply.

  6. Select Add Condition.

  7. Choose a condition type from the list, then specify the condition parameters.

  8. Once you’re done, select Save.

Add visibility settings to a group or subgroup in the checklist

Open the document to get started on setting visibility logic.

To set visibility for a group or subgroup:

  1. Select the group or the subgroup that you want to set visibility for.

  2. Select More actions () | Edit Visibility to display the Visibility Settings dialog.

  3. Select Hide or Show from the blue drop-down list to specify the visibility action.

  4. Select all or any to determine whether all conditions must be met or one condition must be met for the visibility action (from Step 3) to apply.

  5. Select Add Condition.

  6. Choose a condition type from the list, then specify the condition parameters.

  7. Once you’re done, select Save.

Add visibility settings to a procedure or a subprocedure in the checklist

Open the document to get started on setting visibility logic.

To set visibility for a procedure or a subprocedure:

  1. Select the procedure or sub-procedure that you want to set visibility for.

  2. Select More actions () | Settings.

  3. Select Edit Visibility to display the Visibility Settings dialog.

  4. You can also select the Visibility () | Settings ().

  5. Select Hide or Show from the blue drop-down list to specify the visibility action.

  6. Select all or any to determine whether all conditions must be met or one condition must be met for the visibility action (from Step 4) to apply.

  7. Select Add Condition.

  8. Choose a condition type from the list, then specify the condition parameters.

  9. Once you’re done, select Save.

You can select Clear to clear all conditions and start over.

You can also copy the visibility settings to another item. Select Copy to copy the visibility settings into clipboard, then open the Edit Visibility dialog for the other item and select Paste to paste the copied settings.

Add visibility settings in CaseWare RCT queries

This feature is only available with CaseWare ReviewCompTax.

Learn more about CaseWare ReviewCompTax.

You can set visibility conditions for the document, question sets and query questions.

Note: If you want to add visibility settings for a query in the firm template, you must have the Settings Admin role or similar to access the firm template. See Manage the firm template for information on how to open and edit the firm template.

Add visibility settings to the query document

Open the document to get started on setting visibility logic.

To set visibility for the document:

  1. Select the document name.

    Select the document name to add or edit visibility settings.

  2. The Document Properties dialog displays.

  3. Select Edit Visibility to display the Visibility Settings dialog.

  4. Select Hide or Show from the blue drop-down list to specify the visibility action.

  5. Select all or any to determine whether all conditions must be met or one condition must be met for the visibility action (from Step 3) to apply.

  6. Select Add Condition.

  7. Choose a condition type from the list, then specify the condition parameters.

  8. Once you’re done, select Save.

Add visibility settings to a question set

Open the document to get started on setting visibility logic.

To set visibility for a question set:

  1. Select the question set that you want to set visibility for.

  2. Select Edit Visibility () to display the Visibility Settings dialog.

  3. Select Hide or Show from the blue drop-down list to specify the visibility action.

  4. Select all or any to determine whether all conditions must be met or one condition must be met for the visibility action (from Step 3) to apply.

  5. Select Add Condition.

  6. Choose a condition type from the list, then specify the condition parameters.

  7. Once you’re done, select Save.

Add visibility settings to a query question

Open the document to get started on setting visibility logic.

To set visibility for a query question:

  1. Select the query question that you want to set visibility for.

  2. Select More actions () | Settings.

  3. Select Edit Visibility to display the Visibility Settings dialog.

  4. You can also select the Visibility () | Settings ().

  5. Select Hide or Show from the blue drop-down list to specify the visibility action.

  6. Select all or any to determine whether all conditions must be met or one condition must be met for the visibility action (from Step 4) to apply.

  7. Select Add Condition.

  8. Choose a condition type from the list, then specify the condition parameters.

  9. Once you’re done, select Save.

You can select Clear to clear all conditions and start over.

You can also copy the visibility settings to another item. Select Copy to copy the visibility settings into clipboard, then open the Edit Visibility dialog for the other item and select Paste to paste the copied settings.

Tip: To view the hidden and visible items in the document, select More actions () | View all items. To only view the visible items, select More actions () | View visible items.

Select More actions | View all items to view hidden and visible items.

Add visibility settings in queries

You can set visibility conditions for the document, groups and queries.

Note: If you want to add visibility settings for a query in the firm template, you must have the Settings Admin role or similar to access the firm template. See Manage the firm template for information on how to open and edit the firm template.

Add visibility settings to the query document

Open the document to get started on setting visibility logic.

To set visibility for the document:

  1. Select the document name.

  2. The Document Properties dialog displays.

  3. Select Edit Visibility to display the Visibility Settings dialog.

  4. Select Hide or Show from the blue drop-down list to specify the visibility action.

  5. Select all or any to determine whether all conditions must be met or one condition must be met for the visibility action (from Step 3) to apply.

  6. Select Add Condition.

  7. Choose a condition type from the list, then specify the condition parameters.

  8. Once you’re done, select Save.

Add visibility settings to a group

Open the document to get started on setting visibility logic.

To set visibility for a group:

  1. Select the group that you want to set visibility for.

  2. Select More actions () | Edit Visibility to display the Visibility Settings dialog.

  3. Select Hide or Show from the blue drop-down list to specify the visibility action.

  4. Select all or any to determine whether all conditions must be met or one condition must be met for the visibility action (from Step 3) to apply.

  5. Select Add Condition.

  6. Choose a condition type from the list, then specify the condition parameters.

  7. Once you’re done, select Save.

Add visibility settings to a query

Open the document to get started on setting visibility logic.

To set visibility for a query:

  1. Select the query that you want to set visibility for.

  2. Select More actions () | Settings.

  3. Select Edit Visibility to display the Visibility Settings dialog.

  4. You can also select the Visibility () | Settings ().

  5. Select Hide or Show from the blue drop-down list to specify the visibility action.

  6. Select all or any to determine whether all conditions must be met or one condition must be met for the visibility action (from Step 4) to apply.

  7. Select Add Condition.

  8. Choose a condition type from the list, then specify the condition parameters.

  9. Once you’re done, select Save.

You can select Clear to clear all conditions and start over.

You can also copy the visibility settings to another item. Select Copy to copy the visibility settings into clipboard, then open the Edit Visibility dialog for the other item and select Paste to paste the copied settings.

Add visibility settings in letters or memos

You can set visibility conditions for the document, the Table of Contents, a page break, a grouping area, a text area or a guidance.

Note: If you want to add visibility settings for a letter or memo in the firm template, you must have the Settings Admin role or similar to access the firm template. See Manage the firm template for information on how to open and edit the firm template.

Add visibility settings to a letter or memo

Open the document to get started on setting visibility logic.

To set visibility for the document:

  1. Select the document name.

  2. The Document Properties dialog displays.

  3. Select Edit Visibility to display the Visibility Settings dialog.

  4. Select Hide or Show from the blue drop-down list to specify the visibility action.

  5. Select all or any to determine whether all conditions must be met or one condition must be met for the visibility action (from Step 3) to apply.

  6. Select Add Condition.

  7. Choose a condition type from the list, then specify the condition parameters.

  8. Once you’re done, select Save.

Add visibility settings to an item in a letter or memo

Open the document to get started on setting visibility logic.

To set visibility for an item:

  1. Select the item that you want to set visibility for.

  2. An item can be the Table of Contents, a page break, a grouping area, a text area or a guidance.

  3. Select Settings () | Edit Visibility to display the Visibility Settings dialog.

  4. You can also select the Visibility () | Settings ().

  5. Select Hide or Show from the blue drop-down list to specify the visibility action.

  6. Select all or any to determine whether all conditions must be met or one condition must be met for the visibility action (from Step 3) to apply.

  7. Select Add Condition.

  8. Choose a condition type from the list, then specify the condition parameters.

  9. Once you’re done, select Save.

Add visibility settings to a list in a letter or memo

Open the document to get started on setting visibility logic.

To set visibility for a list in a text area:

  1. Select Bullet List () or Ordered List () to insert a list in the text section.

  2. Select Insert Conditional Item () to add the visibility option to the list.

  3. The Visibility icon () displays next to the list item.

  4. Select the Visibility icon () to display the Visibility Settings dialog.

  5. Select Hide or Show from the blue drop-down list to specify the visibility action.

  6. Select all or any to determine whether all conditions must be met or one condition must be met for the visibility action (from Step 4) to apply.

  7. Select Add Condition.

  8. Choose a condition type from the list, then specify the condition parameters.

  9. Once you’re done, select Save.

You can select Clear to clear all conditions and start over.

You can also copy the visibility settings to another item. Select Copy to copy the visibility settings into clipboard, then open the Edit Visibility dialog for the other item and select Paste to paste the copied settings.

Add visibility settings in financial statements

You can set visibility conditions for the Table of Contents, a financial statement area, the notes area, a dynamic table, a text section, a note, a page break and the statement of Cash Flows.

Note:If you want to add visibility settings for the financial statements in the firm template, you must have the Settings Admin role or similar to access the firm template. See Manage the firm template for information on how to open and edit the firm template.

Add visibility settings to an item in the financial statements

Open the document to get started on setting visibility logic.

To set visibility for an item or an area:

  1. Select the area or the item that you want to set visibility for.

  2. An area can be the Table of Contents, a financial statement area and the NOTES TO THE FINANCIAL STATEMENT area.

    An item can be a dynamic table, a text section, a note, a page break and the statement of Cash Flows.

  3. Select More actions () | Edit Visibility

  4. The Visibility Settings dialog displays.

  5. Select Hide or Show from the blue drop-down list to specify the visibility action.

  6. Select all or any to determine whether all conditions must be met or one condition must be met for the visibility action (from Step 3) to apply.

  7. Select Add Condition.

  8. Choose a condition type from the list, then specify the condition parameters.

  9. Once you’re done, select Save.

Add visibility settings to a list in the financial statements

Open the document to get started on setting visibility logic.

To set visibility for a list in a text section:

  1. Select Bullet List () or Ordered List () to insert a list in the text section.

  2. Select Insert Conditional Item () to add the visibility option to the list.

  3. The Visibility icon () displays next to the list item.

  4. Select the Visibility icon () to display the Visibility Settings dialog.

  5. Select Hide or Show from the blue drop-down list to specify the visibility action.

  6. Select all or any to determine whether all conditions must be met or one condition must be met for the visibility action (from Step 4) to apply.

  7. Select Add Condition.

  8. Choose a condition type from the list, then specify the condition parameters.

  9. Once you’re done, select Save.

You can select Clear to clear all conditions and start over.

You can also copy the visibility settings to another item. Select Copy to copy the visibility settings into clipboard, then open the Edit Visibility dialog for the other item and select Paste to paste the copied settings.

Show or hide an item regardless of visibility settings

You can make an item show or hide despite of the defined visibility settings or even if it doesn’t have any visibility settings. For example, if you want to hide a document that's irrelevant in your engagement.

Note: If you want to force an item in the firm template to show or hide, you must have the Settings Admin role or similar to access the firm template. See Manage the firm template for information on how to open and edit the firm template.

To show or hide an item:

  1. Select the eye icon () or () next to the item.

    The visibility options popup displays.

  2. Select Show or Hide.

The following figure shows the visibility options for an item with no visibility settings. The default for an item with no visibility settings is to be visible. You can select Hide to change the default and force the item to be hidden.

The following figure shows the visibility options for an item with visibility settings. The default for an item with visibility settings is based on the visibility conditions. For example, if the visibility conditions are met, and the item is visible, you can select Hide to change the default and force the item to be hidden. If the visibility conditions are not met, and the item is visible, you can select Show to change the default and force the item to be visible.

Visibility icons

The following eye icons display next to a selected item in letters, memos, checklists and queries:

Icon

Description

(Hidden)

Item is hidden because:

  • visibility conditions are not met or,
  • there are no visbility settings for this item and it's been hidden by a staff member.

(Forced visible)

Visibility conditions are met but has been forced visible by a staff member.

(Visible)

There are no visbility settings for this item.

(Forced hidden)

Visibility conditions are met but has been forced hidden by a staff member.

To know how to force an item to be hidden or visible, see Show or hide an item regardless of visibility settings.

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