This document provides new and updated items that were included in each release of Checkpoint Engage. (Each product requires a separate license.

Transcription

1 WHAT S NEW Checkpint Engage with AdvanceFlw This dcument prvides new and updated items that were included in each release f Checkpint Engage. (Each prduct requires a separate license.) Checkpint Engage prduct supprt checkpintengage.supprt@thmsnreuters.cm Dcumentatin available n ur Checkpint Engage Custmer Help Center: AdvanceFlw prduct supprt afsupprt@tr.cm GFileRm prduct supprt gfrsupprt@tr.cm Table f Cntents 2018 Release Infrmatin Release Infrmatin... 3

2 2018 Release Infrmatin January 2018 Finalize Engagement and Rllfrward Finalized Engagement Once an engagement is finalized Guide Me and Diagnstic pages are lcked fr editing. The message This cannt be mdified when engagement is finalized will be present at the tp f the page. A finalized engagement can be rlled frward successfully. Within the rlled frward engagement, wrkpapers are nt lcked fr edits and user can see rllfrward messaging (e.g., Affirm ). Perfrmance Imprvement The scrlling perfrmance has imprved fr Disclsure Checklist as the sectins are manually expanded. The fllwing items have been crrected in this release: Text within Cmment fields n AP frms nt saving. SMART Practice Aids nt including the rllfrward preferences fr sme dcuments in the transfer file, causing Imprt t fail in Checkpint Engage. Step signffs n AP frms nt saving. Disclsure SEFA Checklist nt displayed when user first creates a Risk Assessment nly engagement. Checkpint Engage with AdvanceFlw Release Update Histry Thmsn Reuters/Tax & Accunting. All Rights Reserved. cmb 12/2017

3 2017 Release Infrmatin December 2017 December 28 th Guide Me This is a new feature fr Checkpint Engage. The purpse f Guide Me is t prvide a visual snapsht f engagement prgress in terms f percent cmplete relative the number f wrkpaper level r prcedure level signffs. By selecting the Guide Me icn n the AdvanceFlw tlbar, the applicatin will direct the user t the Guide Me screen. On this screen, the user has the ability t access engagement wrkpapers via a hyperlink link fr planning frms and audit prgrams. The user can als add cmments, view static ntes and diagnstics fr the engagement. Disclsure Deselect Tpics The deselect tpics feature ensures the answers are remved n the checklist requirements tab as a result f the tpic being deselected and triggers a message t ntify users that if there are any answers n the requirements tab assciated t the tpic, they will be remved. The fllwing items have been crrected in this release: Affirm All messages eliminated frm brand new engagements 500 errrs fr Imprt and AP-1 frm The fllwing items remain pen will be crrected in a future release: 405 errr n Guide Me and Rllfrward f finalized engagements Disclsure SEFA checklist is nt displayed when user first creates a Risk Assessment nly engagement Checkpint Engage with AdvanceFlw Release Update Histry Thmsn Reuters/Tax & Accunting. All Rights Reserved. cmb 12/2017

4 December 14 th Disclsure Disclsure Rllfrward allws the user t rll Audit and Disclsure and/r Disclsure Only engagements. Update Infrmatin Link prvides a hyperlink n the disclsure checklist that triggers a mdal with any updated infrmatin relative t the disclsure requirements Visual Flag Indicatrs Update Disclsure Checklist (Mdified Flag) presents a visual indicatr next t a mdified disclsure requirement(s) after the user has chsen t update the disclsure checklist. Update Disclsure Checklist (New Flag) presents a visual indicatr next t a new disclsure requirement(s) after the user has chsen t update the disclsure checklist. Update Disclsure Checklist (Significant Change Flag) presents a visual indicatr next t a disclsure requirement(s) after if there is a significant change made t the requirement frm the cntent team. Rllfrward (New Flag) presents a visual indicatr next t a new requirement cntent that did nt exist in the previus year after the user has rlled frward a disclsure checklist. Diagnstics presents a diagnstic fr the disclsure checklist. Flders and Flder Structures will be maintained fr Cpy Engagement, Cpy Template and Rllfrward Merge (fr template wrkpapers). Duplicate r empty flders will nt be created. Rllfrward Users have the ability rll frward master engagements and the applicatin will synchrnize AdvanceFlw and Checkpint Engage wrkpaper rll frward ptins. Octber 2017 Ability t delete CX-2.1 Financial Statement Materiality Wrksheet Allws mre flexibility between the CX-2.1 and the CX-8, if the CX-2.1 is deleted and nt present in the engagement, the tlerable misstatement value can be entered manually n CX-8 Planning Substantive Prcedures Checkpint Engage with AdvanceFlw Release Update Histry Thmsn Reuters/Tax & Accunting. All Rights Reserved. cmb 12/2017

5 August 2017 Ability t create Master Engagements. Master engagements allw firms t use template engagements that are created and maintained by the firm. Checkpint Engage can nw be enabled n AdvanceFlw templates. Infrmatin the firm enters in Checkpint Engage master engagements in the AdvanceFlw templates is autmatically inserted in new client engagements. When rlling frward a prir-perid client engagement, yu have the ptin f merging the prir-perid client engagement with a selected master engagement. This allws yu t effectively use master engagements withut lsing the dcumentatin yu created in the prirperid engagement. Includes ability t Include/Exclude Practical Cnsideratins n generated PDFs. The ptin is selected in Preferences, accessed by clicking n yur name in tp right crner f AdvanceFlw. July Editins f HUD Audits, Audits f Oil and Gas Entities, Audits Under Internatinal Standards (separate license fr each) Quick Start cntent fr small nn-cmplex engagements (frmerly knwn as SMART Start) allws yu t create yur engagement using a pre-ppulated set f planning cntent tailred fr a small, nn-cmplex entity, rather than starting with blank frms. It is critical that yu revise and tailr the planning infrmatin based n yur wn audit judgment and the client s unique perating envirnment and risks. Quick Start cntent is available fr Audits f Nnpublic Cmpanies, Nnprfit Organizatins, Lcal Gvernments, Cnstructin Cntractrs, Emplyee Benefit Plans, Dealerships, Hmewners Assciatins, and HUD Audits. Additinal Checkpint Engage Disclsure functinality t tailr checklists and search hundreds f example disclsures (separate license, please cntact yur Accunt Manager fr mre infrmatin) Checkpint Engage with AdvanceFlw Release Update Histry Thmsn Reuters/Tax & Accunting. All Rights Reserved. cmb 12/2017