Audit International | Grouping Notice

Published: 11/12/2023

What to do when receiving the Audit International Grouping Notice upon opening your engagement file.

Answer:

This error will appear when you open an Audit International (AI) engagement file which has groupings that are not consistent with the installed Audit International file.

For example, if you open an engagement file which is based on the AI24 template while you have the AI25 template installed on your machine.

For engagement files in progress

If you are still busy with an audit, please continue working on the file as is and do not perform any updates to the file yet. In future when opening the file, you can click on the Cancel button from the notice.
Once the file is open, an update bubble appearing which indicates that there is an Audit International update available to you. Simply click on the X to close this bubble.

When updating a file mid-engagement, content changes could occur on documents which you have already signed off therefore you could reach the conclusion of your audit with unanswered procedures.

For new engagements

If you would like to update your file for the purpose of starting a new audit while retaining some planning information, first you will be required to perform a roll forward of the file and then perform updates to the file.
As of version AI25.1 clients are required to update both AI as well as the Financial Statements in their file, if available.
To update AI, click on the bubble as shown in the image above.
To update the Financial Statements, click on the button Check for updates on the Caseware Working Papers toolbar.