PROBE MMX

Can I perform a copy components(template) on only one Probe document?

It is not recommended to only perform a copy template on one Probe document.
 

If you are however experiencing problems with a particular document in Probe you can perform a copy template, but you must ensure that you copy in a document that is on the same version as your client file.

I performed a copy template, why is my document is empty/partially completed?

Information in Probe are stored in one of two places:
 

1. The CaseView Document
   Information stored in the document are information for documentation purposes only, eg. descriptions, references and procedures.
   This information will copy over to your new client file if you perform a copy template.

2. The CaseView Database
   Information stored in the database are information that are interdependent, eg. ROMM, risks, controls, Yes/No answers.
   This information will NOT copy over to your new client file if you perform a copy template.



If I right click to change the name of a document and go into properties, there is a CV Group option. What is the "CV group" option under properties of this CaseView document?

This is to link the document to the database. As this is CaseWare functionality, you do not need to use this or enter any data in this field.

Do you have template documents that we can use for test of control and substantive sampling?

Yes we do.
Our template documents are stored under section 90.

Remember:
These documents are templates and should be copied into the relevant sections.
Once you have copied it to e.g. Trade payables, right click on the document and go into properties to change the reference of the document. E.g. 51.75.

The first two numbers must always be the section you are in, 20/21/22...



Is there a faster way to insert more than one row in Probe documents?

No, the only way to insert rows/procedures into the Probe documents is by right-clicking and inserting one row and a time.

What “hot keys” are available in Probe?

You can use "Y" or "N" in drop downs for "Yes" and "No" as well as "L" for “Low”, "M" for "Medium", “H” for “High”. You can also use “A” for a “√” and “R” for an “x” in the controls testing and substantive testing worksheets.

If you answer Yes/No in a Probe document, do you need to complete the description section?

That really depends on the question whether you have to give a further description.
If the question asks. “is it the first year of trade”, and you say "Yes" then I wouldn't necessarily insert a comment; but if it asks you whether management acted ethically and you say "No" then I would insert a comment. Always bear in mind that when you have a file review, the reviewer will look at the documentation in your engagement file.

I need the design mode password to make changes?

ProBeta has taken the decision not to allow design mode changes to all Probe documents.
 

Bearing in mind that there are some changes users will have to make, we have ‘unlocked’ various functions within form mode (change audit procedures, hiding procedures, paragraphs, etc.).

​
In the newer versions of Probe (2010.07.04 and later) users have access to the design mode for the documents where some significant changes may be necessary.
1. Engagement letter
2. Representation letter
3. Minutes
4. Emoluments certificate
5. Bank confirmation letter

My planing documents have no figures and why are they not showing my adjusting entries?

The planning figures reads off the Opening balance and the transactions column, so you can use the "Other entries" to pass journals from an accounting point of view.
The reason why we do not use the adjusting journals in the planning is because auditors pass journals throughout the audit and this then affects the planning figures.

When I close certain documents I am not prompted to save, are my work going to be lost?

No, you will not lose any data and you do not have to click on the save icon.



The data is saved to the database immediately when a change in the document is made.

For SmartSync users data is also immediately synced to all the other connected copies of the file.

Can I renumber or delete Probe documents?

No.

The only documents that were designed to be renumbered and renamed are the documents in section 90 (Templates)



Due to the interdependence of Probe documents if you delete or renumber documents you may end up breaking your file.



If you feel that a document is not required for your client you can create a new folder in the Document manager, e.g. "Unused documents" and move those documents to that folder.

Do my country have localised content in the Probe MMX template?

The following countries have localised content in the Probe MMX template:

My document 01.60 Minutes does not have any content, what can I do to fix this?

Don't worry, we have a hotfix.

Click here to download

The hotfix will correct the document 01.60 Minutes not showing any content in the document after running the latest update.

HOTFIX DOWNLOAD AND INSTALLATION INSTRUCTIONS

• Click on the above link to download the file then save the file to your desktop

• Make sure all instances of CaseWare Working Papers and CaseView documents are closed

• Double-click on the hotfix file and run the installation

• Open the engagement file in CaseWare Working Papers, then proceed to open the 10.10.02 Firm Settings document

• In the Firm Settings select Enable Special Features and click on Activate next to Other

• Type in the code: MMXHOTFIX2

• Close your Firm Settings and open document 01.60 Minutes to confirm that the document now has content

Why is my compilation documents printing a header prompting me to select an engagement in 10.20 Engagement Evaluation?

Because the documents was renumbered and moved to a different section there is now an issue with the compilation documents printing the incorrect header - this will be fixed in the next 2014 release.

In the meantime we suggest that you open the 10.20 - Engagement evaluation document and select one of the engagements available (Audit/Review).  This will only effect the header printing and will not have any effect on the body of your compilation documents.

Why do I get a warning about a demo period and my documents are locked when I open my documents?

This means that you do not have the correct Probe Licence on your computer.

When installing the templates you will be prompted for all your license codes.

These license codes can be obtained from your CQS/CaseWare Africa license statement or your sales representatives.

Please always ensure that you insert all the license codes purchased when installing the template.  You also need to ensure that if you are installing the 2012 template, you insert the license codes from your 2012 license statement and when installing the 2014 template, insert the codes from the 2014 license statement.

If you do not want to reinstall your templates you can also insert your license codes by:

Openening document 10.10.02 - Firm settings

Click on the 'Enable special features' tab

Click on 'Activate' next to other

Insert your license code and click 'Ok'.

Your documents should now be unlocked.

Are the exception in the work programs linked to points for partner's attention?

No it is not. Points for partner’s attention need to be manually completed within CaseWare.

You can create an issue(by right clicking on the cell) to raise exceptions as and when found.
There is an issue type - Points for partner's attention. This populates your points for partner's document 02.01.
 

In document 06.50/01.150 my tabs do not have all/any content, why is this?

This document will only show you the planning for sections that have balances.

It thus means that you do not have a balance for eg Investment Property and therefor it is not showing.

If you do have a balance and the section is still not showing make sure you have not used Adjusting journal entries to bring in balances, but the Other entries.

My compilation programs are blue and why do they not print?

This can be one of two problems:



1. You have not completed document 01.150 yet and your planning is incomplete.

2. The document can not pick up any figures in the section that is showing blue and will therefor not print.  Please ensure that you have not used the adjusting entries, but the other entries to bring in your figures and that you have not renumbered the document.

When we want to insert a step in the work program, it gives an error that the knowledge library is not found.

Go into tools, default path, and ensure that the library path is correct. i.e. the destination of library path should be the same path as where the library is stored on your computer.

Deleting a procedure in a work program does not delete the sub procedures.

This happens because of the way the work programs are programmed.

The best workaround is to delete the sub procedures one by one and thereafter delete the main procedure.