AuditWare 2020 Online Seminars

AuditWare Masters Class: Understanding AuditWare
Report Master and ASCII Master


Course Content:

Attendance at an “AuditWare Update” or “AuditWare Basics” seminar or the equivalent in experience.

Advanced training on AuditWare's Report Master program and ASCII Master program. These two "Masters" are often misunderstood in the overall operation of AuditWare. Even the name "Master" can be misleading. Both programs are named "Master" due to the fact that each has its own discrete internal settings that are independent and set apart from the AuditWare Settings Module. This class is designed to give better access and understanding to the self-contained features and settings used in these two programs.

Greg Shaw started with AuditWare in 1989, then moved to Arizona in 1992 to work in youth ministry for 15 years  before rejoining AuditWare as Business Administrator in 2007. Greg served as President and Chief Operations Officer for AuditWare in 2013 and Chief Executive Officer in 2018. Greg is our presenter for the Masters Class seminar this season.

Learning Objectives:

While creating the annual report with AuditWare’s “Turnkey” command is not complicated, there are a number of important steps to insure that the report passes muster with the firm’s standards and peer review even apart from FieldWork Module issues. This seminar deals with using the OfficeWork and Settings modules to create and print the annual audit report. After this course, attendees should:
1) Have a working knowledge of all settings which affect the nature and composition of the audit report and how to use them;
2) Understand the effect of differing client fund types on the nature and composition of the audit report;
3) Learn the details of Individual Fund Settings and how they affect the audit report;
4) Master the review and changing of page numbers and how to update the table of contents;
5) Be familiar with how to improve the justifying of paragraphs by adding or subtracting characters and prevent associated errors when creating documents;
6) Be able to change the sequence of schedules and exhibits and update the table of contents;
7) Learn about the schedules which are entered manually and how to pull forward the prior year version to save time. This includes the special State-required schedules, the 10-year pension and OPEB schedules and the 10-year CAFR schedules when applicable; 8) For users of the Texas school product, know how to create and review the data feed submission required by the TEA.