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.
- You may just type the point you need, or try some key words. If the system finds some suggested points based on what you started writing, they will appear below. A suggested point can be selected and updated as required before clicking the Add button.
- The added points appear on the Management Report page (in the Y section).
- A comment may be added to indicate how points have been/are to be resolved or;
- Click "Edit Point" to tidy up and make more suitable for the client to insert into the management letter - e.g.
- When suitable click Post Point to send the point to the corresponding management letter where it will appear under the Specific Matters heading:
- Other text in management letter document may also be edited if required – refer to documents and letters.