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Customiser - Trust Accounts

  1. The Customiser for the Trust Account templates is located either;
    1. By accessing it from the Working Paper Index; or
    2. By accessing it from within A1 - Assessment of Compliance;
  2. The Customiser for the Trust Account templates has a 'yes' default response and all possible sections of the program are displayed. Select a 'no' response for all of the questions which are not applicable to the client to remove sections of the program;
  3. When you are finished answering the customising questions select Close;



  4. The responses to the Customiser question can be changed at any time during the engagement and the program will update. To change the responses to the Customiser questions simply select the Customiser icon in the Working Paper Index or select Edit Responses to Tailoring Questions icon in A1 - Assessment of Compliance;
  5. The chain link symbol indicates where a program is being displayed and could be removed by the Customiser;
  6. To show A1 Assessment of Compliance subforms that have been hidden by the the responses to the Customiser questions select Show Hidden Subforms icon located in A1 - Assessment of Compliance;
  7. The Trust Account Customiser only requires answers to the Planning section be complete as there are no Completion or Disclosure questions.

 

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