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

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1 WHAT S NEW Checkpint Engage (Onvi) 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: Table f Cntents 2018 Release Infrmatin Release Infrmatin... 7

2 2018 Release Infrmatin We understand that sme yu have been experiencing issues with Checkpint Engage, and we want yu t knw that reslving these issues is a high pririty fr us. We value yu as ur custmer, and we take very seriusly the trust that yu place in us. Our develpment teams are wrking at a very high pririty level t reslve these issues as quickly as pssible. Thank yu fr yur patience. June 2018 Checkpint Tls Online Delivery has been develped t enhance the user experience f ur Thmsn Reuters Clud Audit Suite. Users, wh are als licensed fr PPC s Practice Aids in the desktp versin f Checkpint Tls, will have access t Checkpint Tls Online Delivery via the Clud. N additinal licensing fee is required fr use. This new functinality is used fr PPC s Practice Aids, 2017 and subsequent editins, and prvides access t tw (2) years f licensed titles. Checkpint Tls desktp framewrk is still required fr PPC Add-in t functin with MS Office prducts. Titles will n lnger need t be installed lcally. Once a Practice Aid dcument is added, it will functin nrmally and within its native applicatin. Checkpint Tls Online Delivery is available frm within the prject engagement binder. Simply select the flder t which yu want t add Checkpint Tls Wrd and Excel dcuments \ select New \ Checkpint Tls \ select PPC s Practice Aids title frm the left navigatin pane \ select PPC s Practice Aids dcument t add t the engagement binder. Nte: Rllfrward fr Checkpint Tls Online has nt yet been implemented. Checkpint Tls dcuments will be included r excluded during the rllfrward prcess. The fllwing items have been identified and will be crrected in a future release: Imprt In certain experiences, SMART imprt int Checkpint Engage is incmplete. Please cntact Custmer Supprt if needed. CS In 2018, the editrs changed the CX-1.2 dcument frm an ptinal frm t a required frm. If a user rlls frward a 2017 (r earlier) title t 2018, the CX-1.2 dcument is added t the engagement but will appear at the tp f the engagement binder. Checkpint Engage (Onvi) Release Update Histry 2

3 April 2018 April 19 th Audit Prgrams: Users will experience faster respnses while clicking r scrlling n Audit Prgrams. Linkage view will nt be available n the right side, but instead will pen as a separate windw. CX-8 Enhancements: CX-8 is nw frmatted with dllar signs and cmmas. Users can enter negative numbers int the 2 fields n the CX-8 frms 'Dllar amunt f misstatements nted in the sample' 'Dllar amunt f misstatements nted in items tested 100% (dllar amunt f misstatements fund when testing individually significant items) Disclsure Multi-Tabs: The Disclsure wrkpaper is nw divided int multiple checklist tabs, prviding imprved perfrmance when navigating disclsure checklist requirements. Please nte the fllwing functins are nt supprted in this release: Drag and drp functinality acrss tabs Internal Links are nt actinable Expand All functinality is disabled n Disclsure Tpics tab; hwever, it is available n Disclsure Checklist tabs. Users will see imprved perfrmance when they create r edit the engagement. Finalize Wrkpaper within Multi-User Envirnment If a user is wrking n a wrkpaper, ther users will nt be allwed t finalize the wrkpaper and will receive the alert message Unable t finalize wrkpaper. The fllwing items have been crrected in this release: Sme disclsure checklist questins are nt numbered. Sme disclsure checklist questins appear twice. The wrkpaper reference link smetimes des nt display inside the cmment bx. The fllwing items remain pen and will be crrected in a future release: When the windw is small, the tabs mve cntinuusly. The suggested wrkarund is t maximize windw r click n right/left navigatin ptin. Disclsure On the CX-13 frm, the full tab name is nt displayed in cmpletin in the last tab. While navigating acrss tabs with unsaved changes and selecting Dn t Save buttn n multi tabs, changes are retained. Checkpint Engage (Onvi) Release Update Histry 3

4 Selecting checklists, answering and saving respnses n checklist and cming back t tpics tab t unselect parent tpic is nt remving tabs fr ALG 17. After adding a custm requirement, the numbering is duplicated in Part 2 Other Disclsures. The nn-custm requirements r PPC prcedures are missing when a custm requirement is added as a sibling t it. On the audit prgram the TAB key wuld nt be fully functinal and wuld cntinue t have the fllwing limitatins: In the Categries sectin: Users cannt use tab key, t mve frm ne field t anther, unless they are expanded. In case f Cnclusin sectin: Users cannt use tab key t mve frm ne field t anther, unless it is expanded. Users will need t use the muse t insert sign ff and wrkpaper reference links. CX-7.1 frms, RMM values are nt disabled. Sme users receive an errr message stating their sessin may have expired when accessing Checkpint Engage dcuments. Create engagement returns an errr when engagement type is blank. When a user tries t insert a wrkpaper reference link in a text bx that has been enlarged t full screen: The WP reference dialg is nt visible and displays behind the text bx screen; The Legend bar displays at the bttm f the screen. Checkpint Engage dcuments that are delivered as Excel files (e.g., ASB CX-9.2) cannt be edited unless the crrespnding Checkpint Tls title is installed lcally. Quick Start Fr ASB and DLR titles CX Q2a Table data is missing. Adding dcuments via WP links des nt add the wrkpapers. Wrkpaper Reference link nt deleted after deleting the wrkpaper. April 6 th The fllwing items have been crrected in this release: Disclsure Sme disclsure checklist questins previusly appeared twice. Ntes n the duplicate prcedures will nw be linked when the user updates the checklist. The fllwing items remain pen and will be crrected in a future release: Disclsure Intermittently, when users click the Check fr Update ptin, the latest checklist is nt being displayed. Checkpint Engage (Onvi) Release Update Histry 4

5 March 2018 The fllwing items have been crrected in this release: Release wrkpaper lcks that are 12 hurs and lder. This will help reslve ptential multi-user lck issues. The PDF generatin prcess has been changed s that users can cntinue wrking while PDF dcuments are being generated. Imprved perfrmance in the prcess f adding wrkpaper reference links. Crrected an issue when a planning frm questin/disclsure Checklist questin is marked as N/A and then a PDF is generated ut f it, all the sub-items under it are being mentined in the PDF which is f n use when the answer is marked as N/A. These questins under the tpic are nw hidden in the bth UI and in the generated PDF. Disclsure Interactive Disclsure Requirements User can see an extra clumn displaying requirements relative t the example in Interactive Disclsure Requirements example. This change will be effective fr new titles released fr the year starting in April The fllwing items remain pen and will be crrected in a future release: Sme users receive an errr message stating their sessin may have expired when accessing Checkpint Engage dcuments. Create engagement returns an errr when engagement type is blank. A client engagement created frm template engagement desn t carry frward Risk Assessment and Audit Prgrams fr custm audit areas. Checkpint Engage dcuments that are delivered as Excel files (e.g., ASB CX-9.2) cannt be edited unless the crrespnding Checkpint Tls title is installed lcally. Wrkpaper References Disclsure When a user tries t insert a wrkpaper reference link in a text bx that has been enlarged t full screen, the WP reference dialg is nt visible (displays behind the text bx screen). When a user tries t insert a wrkpaper reference link in a text bx that has been enlarged t full screen, the Legend bar displays at the bttm f the screen. Sme disclsure checklist questins are nt numbered. Sme disclsure checklist questins appear twice. When a user adds requirements t the disclsure checklist, requirements re-number, which culd make them ut f sync with requirement numbers referenced in the example disclsures. Disclsure - After adding a custm requirement t a tpic the numbering is duplicated in Part 2-Other Disclsures Checkpint Engage (Onvi) Release Update Histry 5

6 Disclsure - The nn-custm requirements r PPC prcedures are missing when a custm requirement is added. February 2018 Generatin f PDF Client name and financial statement date are added n the generated PDF dcument in Onvi. Finalize Wrkpaper T finalize an individual wrkpaper, frm the Prject binder, select the dcument(s) t be finalized, click Manage and select Prtect. Once the dcument is finalized, a lck symbl will appear next t the dcument name T view: Checkpint Engage dcuments pen in View mde and are lcked fr editing Nn Checkpint Engage dcuments can be viewed by clicking the Preview icn next t the dcument name in the Prject binder. If there is a wrkpaper reference within Checkpint Engage t that dcument, the dcument can be dwnladed; hwever, any changes made t the dcument will nt sync t Checkpint Engage. The fllwing items have been crrected in this release: Wrkpaper References t dcuments in the Prject Binder wuld change after adding them in Audit Prgrams. Wrkpaper Reference links inserted by users in audit prgrams (Cmpletin View) wuld nt save. Cmments entered in audit prgrams wuld nt save if Expand All was used. Signffs entered in audit prgrams wuld nt save. If a user creates a new Quick Start engagement, the binder is nt available. The engagement is created, but Onvi displays a message saying the binder isn t available until rllfrward is cmplete. The issue des nt affect existing engagements that were previusly created with Quick Start. Data entered in table at the bttm f the CX planning frm is nt saving. The fllwing items remain pen will be crrected in the 3/22/2018 release. User can finalize a wrkpaper when anther user has a lck n it. Checkpint Engage dcuments that are delivered as Excel files (e.g., ASB CX-9.2) cannt be edited unless the crrespnding Checkpint Tls title is installed lcally. Errr 401 Sessin may have expired messages. Checkpint Engage (Onvi) Release Update Histry 6

7 Disclsure Checklists: questins nt numbered, duplicate questins, tpic selectin nt displaying checkmarks. SMART imprt errrs. Slwness related t sign-ff, scrlling, adding cmments Release Infrmatin December 2017 Finalize an Engagement Binder Yu can nw finalize a binder t prtect all dcuments frm further updates, remve wrkpapers marked as Delete n Finalize, delete all cmments, and permanently empty the recycle bin fr the prject. Frm the Binders tab, click Actins and chse Finalize Binder. The fllwing actins ccur when yu Finalize a binder. All items in the prject binder are lcked and cannt be mdified. Wrkpapers marked as Delete n Finalize are permanently deleted including cmments unless yu chse t retain the wrkpaper. All items in the Recycle Bin fr the binder are permanently deleted. A lck icn appears next t the tp flder f the binder which indicates that all dcuments in the binder are lcked, and a Binder has been finalized message appears abve the binder list. A lck icn appears n the Binder tab s that even when yu're nt in the Binder tab yu can see when a binder is finalized r nt. Octber 2017 Ability t create multiple dcuments t generate t PDF. In the binder, place a checkmark in frnt f the dcuments t generate Frm the Manage menu, select Generate t PDF Nte: Yur brwser settings may prmpt yu t allw dwnlads. 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 (Onvi) Release Update Histry 7

8 August 2017 Organize flder structure using Drag & Drp functinality frm left pane in Checkpint Engage Engagement Binder 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) Checkpint Engage (Onvi) Release Update Histry 8

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

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