AuditWare Online Seminars

AuditWare Masters and Setups

Prerequisites: 

Course Content:

Some experience in Auditing for Local Governments is assumed.

AuditWare Masters and Setups is a combination of our AuditWare Masters Class and How AuditWare Works at the Account level. This course provides advanced training on AuditWare's Report Master program and ASCII Master program along with better access and understanding to the self-contained features and settings used in these two programs. We’ll also cover the six primary “Setups” which control the creation of basic financial statements, as well as any combining statements which may be active. For the benefit of ALG product users, the steps in setting up a chart of accounts will also be covered, including steps for overcoming inconsistencies in the chart of accounts. This seminar is vital for new ALG users. For CSD and TSD users, it is an opportunity to “look under the hood” and gain a deeper understanding of how AuditWare works in calculating the annual financial statements.

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 & Setups Class seminar this season.

Learning Objectives:

Upon completing this course, attendees should have an in-depth knowledge of Report Master, ASCII Master and the Chart of accounts and should be able to:

1) Understand and utilize the seven different report types in Report Master.
2) Run queries in AuditWare’s custom report settings.
3) Manipulate the Report Master settings for further report customization.
4) Be familiar with the other reports and lists outside of the Report Master, including the Government-Wide Reports.
5) Be able to import ascii files in ASCII Master using the settings for various financial companies.
6) Understand the many options available in the ASCII file conversion program, including manual adjustments to the data.
7) Make adjustments in ALG to the object codes, function codes and ranges in the AuditWare setups.
8) Run the new backup system for setups in both AuditWare for California School Districts and AuditWare for Texas School Districts.
9) Be familiar with all the features on the setups for exhibit creation.