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

AnalyticsAI workflow

Deze functie is alleen beschikbaar bij gebruik van CaseWareCloud AnalyticsAI, een onderdeel van het CaseWare Cloud-pakket.

Meer informatie over Cloud.

The following is an example of a typical AnalyticsAI workflow. Your exact workflow will vary depending on the selections that are made in the Optimizer.

  1. From the Cloud menu (), select AnalyticsAI ().
  2. Create an engagement in the usual manner.
  3. From the Documents page:
    1. Complete the 0-1 Client Inquiries (Query) document.
    2. Complete the 1-1 Data Reliability Checklist document.
    3. Select Upload Trial Balance to upload your trial balance.
    4. Select Upload Transactions. AnalyticsAI starts running tests in the background.
  4. Optionally, examine the Data Completeness page.
  5. Complete the Influencers document.
  6. Optionally, examine the Analytical Review page.
  7. From the Documents page, click on the 2-2 Risk Analysis (Transaction Risk) link to see AnalyticsAI test results.
  8. Export results for audit evidence.

Was dit artikel nuttig?

Ja
Nee
This content is exclusively related to Analytics.AI and has been filtered out. Select the PRODUCTS dropdown in the top navigation to modify your filter settings.

Stay Connected

Subscribe to receive updates on the latest articles and news for CaseWare products.

Your download will start immediately after you subscribe.

Please enter a valid email.
No thanks, I just want the file.