This topic applies to the Canadian version of CaseWare AnalyticsAI, part of the CaseWare Cloud suite.
Use 0-1 Client queries to gather required information for the engagement. You can also use this document to request your client's trial balance and transactions data.
This document includes a number of different sections:
- Instructions—This is a text area where you can enter instructions to assist the assigned contacts.
- General—This includes:
- System Access
- Data entry responsibilities
- Data completeness procedures
- Written documentation procedures
- Controls around accuracy of data
- Error follow-up procedures
- Data entry procedures
- Crashes or data loss
- Data set correction
- File upload—This includes:
- Trial balance