Content in this topic requires Caseware AnalyticsAI CAN.

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
    • Transactions