SE
SmartEngagement
Working Papers
CaseWare Working Papers
AnalyticsAI
CaseWare AnalyticsAI
Time
CaseWare Cloud Time
PCR
OnPoint PCR (Preparation Compilation Review)
RCT
CaseWare  ReviewCompTax
PBC
CaseWare  Cloud Provided by Client Requests
Audit International
CaseWare  Audit International
SE
SmartEngagement
Working Papers
CaseWare Working Papers
AnalyticsAI
CaseWare AnalyticsAI
Time
CaseWare Cloud Time
PCR
OnPoint PCR (Preparation Compilation Review)
RCT
CaseWare  ReviewCompTax
PBC
CaseWare  Cloud Provided by Client Requests
Audit International
CaseWare  Audit International

Review prepared documents (Review Tools)

This feature is only available with products on the CaseWare Cloud Engagements platform.

Review tools apply visual markup to the document, making potential issues with content stand out on the page so you can complete your review more quickly.

Review tools are available in checklists, letters and financial statements.

Review content changes in a letter or a checklist

The following review tools are available in letters and checklists:

Tool Description

Added

Content that was added by staff members. Ensure that it is relevant and necessary for the engagement.

Modified

Changes made to the default product content by staff members. Ensure that the changes are correct and that content still complies with guidelines and standards.

Overridden visibility

Content that has been manually hidden or forced visible by staff members. Confirm that the hidden content does not apply to the engagement. Confirm that the forced visible content does apply to the engagement.

Optimized out

Content that has been automatically hidden based on its visibility conditions. Confirm that the hidden content does not apply to this engagement.

Non optimal answers

Responses that may indicate a problem on the engagement. Confirm that the chosen response is correct and determine whether annotation or supporting documentation is required.

Modified after sign-off

Responses that were changed after a staff member had signed off on the query.

Not signed off

Steps that have not been signed off by staff members.

To review changes in a letter or checklist:

  1. At the top right of the document, select the Review icon ().

  2. Review tools display in the left panel.

  3. You can display different review content by selecting the appropriate checkboxes in the left pane.

Review content changes in the financial statements document

The following review tools are available in the financial statements document:

  • New content () - Content that's been added by staff members.

  • Excluded content () - Content that's been excluded by staff members.

  • Text area changes () - Modifications made by staff members in text sections that are part of the default content that comes with the product.

  • Dynamic table changes () - Modifications made by staff members to dynamic tables that are part of the default content that comes with the product.

  • Overwritten balances () - marks rows with overridden balances.

  • Balance check () - marks rows that have been compared to each other.

    For each area in the financial statement, rows with disagreeing balances are marked with a stop sign () while rows with agreeing balances are marked with a green checkmark ().

To review changes in a financial statements document:

  1. Select Review Tools () at the Document Map.

    The Review Tools popup displays.

    Note: To help notice and reconcile disagreeing balances, the Review Tools icon displays with a red dot () if there are balance discrepancies identified in the document.

  2. Enable the review tools by selecting the Review Tools toggle.

    How to enable Review Tools.

  3. Choose the tools that you want to view on the page using the check boxes.

    Review Tools enabled.

  4. Select the Review Tools icon again to close the popup.

    Notice how the icon changes to an active state () because you’ve enabled the toggle in Step 2.

    The number of changes in each financial statements area displays (if available).

    Number of changes in each financial statement area displays next to the area title.

  5. Select an area to review the changes.

    Changes in the selected area are marked with the applicable review tool icon.

    Changes in the selected area marked with the applicable Review Tool.

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