Review the prior year's engagement

You are preparing to work on an engagement for a client who you’ve done work for in past years. During the planning stage, you will likely want to review this client’s old files.

Locating the prior year’s file

To begin, you can find the engagement file from the prior year by searching the Files page.

To locate the prior year's file:

  1. U heeft de rol Lezer nodig of vergelijkbare machtigingen voor de entiteit van de klant.

  2. From the Cloud menu, select the appropriate Cloud page (such as Working Papers or Other Engagements).

  3. From the entity selector, select the entity for your client.

    Choose a client entity from the entity selector to filter your view in Cloud.

Reviewing a Working Papers file

Deze functie is alleen beschikbaar bij gebruik van CaseWare Working Papers.

Meer informatie over CaseWare Working Papers

If your organization did publish the Working Papers file for the prior year, you should be able to find it here. You can open the file to review client documents from the last engagement.

Open a sync copy of the client file for last year's engagement.

Sharing a file with the engagement team

Once you have found the engagement file from the prior year, you may want to share it with the engagement team for this year.

Toegang geven tot specifieke inhoud:

  1. U heeft de rol Eigenaar nodig of vergelijkbare machtigingen voor het bestand of de activiteit.

  2. Selecteer de bestanden of de activiteiten waarop u rollen wilt toewijzen en klik dan op Deel ().

    Klik op het icoon Deel.

  3. Selecteer welke gebruikers of groepen toegang moeten krijgen tot het bestand of de activiteit en klik dan op Rollen toewijzen (#) en kies de juiste rol die u wilt toekennen. Als de gebruiker bepaalde rollen al heeft door eerdere toewijzingen verschijnen deze onder Overgenomen.

    Kies de rol die u wilt toewijzen aan uw gebruiker of groep.

  4. Klik op Deel.

You have shared the prior year’s file with your engagement team. They will be able to access the file for reference while they are working on the current year’s engagement.

Reviewing materiality

In order to determine materiality for this year’s engagement, you can review the materiality from last year.

To review materiality:

  1. U heeft de rol Lezer nodig of vergelijkbare machtigingen voor een Working Papers-bestand.

  2. Klik op Working Papers in het Cloudmenu.

  3. Select the Working Papers file for last year’s engagement. Klik in het detailvenster op Meer Acties () | Open een gesynchroniseerde kopie.

    Select this command to open a sync copy of last year's engagement file.

  4. In the Working Papers file, look in the Document Manager for the materiality guidelines. Open these documents.

    Open the documents to review the materiality data.

You can review the contents of the materiality documents to help you determine materiality for this year.

Reviewing last year’s time and expenses

Deze functie is alleen beschikbaar bij het gebruik van CaseWare Cloud Time, onderdeel van de CaseWare Cloud suite.

Meer informatie over Time.

When you are getting ready to set a budget, you may find it helpful to review the costs associated with the engagement from the prior year. If your organization uses the Time app to track time and expense entries, you can run a summary report that displays these costs. The report parameters should be as follows:

  • SoortTime
  • Opmaak:Overzicht
  • Group by: Work Code
  • PersoneelAll
  • Entiteit:(entity name for your engagement)
  • Opdracht:(last year’s engagement)
  • From date: First day of the last year
  • To date: Last day of the last year

To generate a summary Time report:

  1. Ensure that you have the View all staff entries permission.

  2. Ga in het Cloudmenu naar de app Analyse.

  3. From the Type drop-down menu, choose Time.

  4. From the Format drop-down menu, choose Summary.

  5. Set the other parameters for your report.

  6. Klik op Aanmaken.

    Select the Generate button to run your report.

You have successfully generated a report of Time entries for last year’s engagement, grouped by work codes and subtotaled.

The total time and costs for all time entries on last year's engagement.

You can export the results of this report by selecting the Export button at the bottom of the left-hand pane. You can then run a report for expenses and another report for invoices, to compare your costs with the amounts billed to your client.