Engagement scope (2-20)
See Common Checklist Features for information on common checklist features.
Engagement scope (2-20)
1
Template Options
1. Template Options
Please see template options for more details.
2
Show materiality
2. Show materiality
When Final materiality and Preliminary materiality is filled in, the amounts will be displayed in the Caseware automatic documents in the file. Please see https://documentation.jazzit.com/jz124_removing_materiality_from_caseware_automatic_documents.htm for more information.
3
Express menu
3. Express menu
The Express menu can be used to add additional lines and delete them. Right-click to access the menu.
4
This period anticipated
4. This period anticipated
Select between: preliminary, budget, and final. Preliminary accesses the Caseware trial balance before adjusting entries while Final is after adjusting entries. Budget accesses budget data from the Caseware trial balance.
5
Profit-oriented vs Not-for-profit
5. Profit-oriented vs Not-for-profit
Unchecking one option will check off the other.
6
Preliminary and final materiality
6. Preliminary and final materiality
By default preliminary and final materially will show in Caseware automatic documents. See the Show materiality button above for more information.