Management report points

Management report points may be created at any work item (any question or task on a work paper) and also from any account line within a table of trial balance data anywhere in the workbook:

  • To create a point click drop down dialog at right end of all work items and trial balance lines and select management point. This can be in draft form.

    Screen_Shot_2019-09-03_at_11.00.59_AM.png
  • This adds a point on the management report page (in the Y section) – page also accessed from the points tab:

Screen_Shot_2019-09-03_at_11.02.10_AM.png

  • comment may be added to indicate how points have been/are to be resolved or;
  • Click "Edit Point" to tidy up and make suitable to insert into the formal management letter - e.g.

Screen_Shot_2019-09-03_at_11.10.27_AM.png

  • When suitable click "Post Point" to automatically send the management point to the corresponding management letter (under the Specific Matters heading):

Screen_Shot_2019-09-03_at_11.12.15_AM.png

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