Skip to content
English
More support
  • There are no suggestions because the search field is empty.

How do I create Acceptance and Continuance work paper for my engagement?

Users will have the ability to select a digitalized working paper template from the Template library during engagement creation and perform additional action on each template screen in the compilation process.

Key Functions 

  • Ability to view layout, provide responses and add additional details. 
  • Ability to add Review notes, Attachments, Cross-references, and Tickmarks for every bullet point of a step. 
  • Ability to add more procedures to the checklist and conclusion section for reviews and signoffs. 

User Flow 

Ability to view layout, provide responses and add additional details 

  1. You will have to select a digitalized working paper template from the Template library during engagement creation. You will have the ability to select Acceptance and continuance. 
  2. Once the digitalized working paper template is selected inside an engagement, uou should be able to perform additional actions on each template screen in the compilation process. 
  3. Every working paper template selected during creation should be visible in the second navigation menu within the Planning section. 
  4. When you click on Acceptance and continuance, the screen should load this working paper displaying all its steps in a row and column format. There will be objectives mentioned along with two radio options stating, “New engagement” and “Recurring Engagement”. Only one option can be selected. By default, the new engagement option will be selected. 
  5. New Engagement: This option will be selected by default.  Step 4 “Contact the Predecessor account” will be displayed. The on-screen numbering of steps is adjusted for this. 
  6. Recurring Engagement: When the user selects this option, Step 4 “Contact the Predecessor account” should not be displayed. The on-screen numbering of steps is adjusted for this. 

 

  1. The grid will display all steps from the Acceptance and continuance template as it appears in the template library. The column header will be Blank for the leftmost/first column. After that, the columns will be Yes/No/NA, Comment (if any) and Done by/Date in the same order from left to right. This column header will be frozen and should be visible on-screen at all times despite scrolling on the page. 
  2. The data row of each column will be as follows: 
  3. Blank/First Column: This column will have the step detail from the template. There will be a header followed by sub-points/bullets where applicable.
  4.  Yes/No/NA Column: Yes/No/NA will be a single select dropdown with 3 options of Yes, No and NA for every bullet point in the step. 
  5. Comment (if any) Column: Comment (if any) will have a text box to enter free text for every bullet point in the step.
  6. Done by/Date Column:  Auto populated with the name of the user who made changes to columns B and C and date changes were made. 

 

Ability to add Review notes, cross reference, files, Tickmark icons for every bullet point of a step 

 

  1. There will also be Review notes, cross reference, files, Tickmark icons for every bullet point of a step, if the bullet points have any added. There will also be fixed + icon which on clicking will display 4 options as Add Review notes, Add Cross references, Add Files and Add Tickmarks 

 

Ability to add more procedures to the checklist and conclusion section for reviews and signoffs 

 

  1. At the end of last step, an option to add more procedure should be available followed by conclusion and Mark as prepared button. 
  2. When you click on Add more procedure, A blank step should be displayed. The step will have headers, subleaders/sub items along with save icon and x icon to the right. When you click save, the step will get saved to the working paper and clicking on x will discard the step. You will only be able to add content on the first column. You should be able to edit or delete procedures added within the engagement. 
  3. Conclusion section will have content with checkboxes. Both checkboxes need to be checked prior to clicking on Mark as Prepared.
  4. The Mark as Prepared button will be frozen and be displayed despite of scrolling. Once clicked the Mark as Prepared button will change to Mark as Reviewed. Once clicked the Mark as Reviewed will change to Mark as Manager Reviewed and once Manager reviewed is clicked it will change to Mark as Complete. Once Partner clicks on Mark as complete the label will change to Complete and will no longer be clickable. After being marked as Complete the screen will no longer be editable.