Functional Guide
EY Canvas FIT enablement
for non-complex entities
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01
Functional guide for EY Data considerations
Canvas FIT enablement for Detailed data considerations for EY Canvas FIT enablement for non-
non-complex entities complex entities.
02
Features & functionalities
Additional considerations for delivery of Detailed considerations of certain features and functionalities of EY Canvas
activities and data integration for EY
Canvas FIT enablement for non-complex
FIT enablement for non-complex entities.
entities
GL AnalyzerSQL considerations
03 Detailed considerations for teams that use GL AnalyzerSQL (if supported
for integration with EY Canvas through additional analyzer creation and
data upload by local DID specialists) for non-complex entities.
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01 Data considerations
Functional guide >> 01 Data considerations>> 01.1 Addressable market and profile delivery
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Answering the profile to enable data integration
Functional guide for EY Canvas FIT
enablement for non-complex
• If you have not used EY Helix before, to create and save your EY Helix profile click here
01 | Data considerations • Only an EY Helix General Ledger Analyzer (GL Analyzer) that has the ‘Analytics available’ or ‘For use with EY Canvas
FIT enablement only’ status indicator can be linked to an EY Canvas engagement:
01.1 Addressable market and profile delivery
01.2 Linking and mapping EY Helix data
Teams should verify their entity data is
appropriately mapped in their GL Analyzer as
the data will flow to EY Canvas FIT enablement.
Link an EY Canvas engagement to GL Analyzer GL Analyzer functional guide
Specifically, for the OAR Activity, it is important • Enable data integration by responding ‘Yes’ to the profile question. A list of available locations is in EY Atlas here.
that the chart of accounts is appropriately
mapped in EY Helix.
If teams change their account mapping or
planning materiality measure mapping in EY
Helix after they have imported their GL
Profile Response:
Analyzer to EY Canvas, teams will have to re-
import the EY Helix data in the Integrate EY
Helix data screen to update the data throughout
EY Canvas FIT enablement.
Teams using EY Canvas FIT enablement can link For teams using EY Canvas FIT enablement and GL AnalyzerSQL (if supported for integration with EY Canvas through additional
multiple GL analyzers to EY Canvas, but only analyzer creation and data upload by local DID specialists):
the primary analyzer selected in your EY Helix
projects within EY Canvas will integrate data • These teams cannot enable the automated population of the Planning Materiality measurement basis amount.
into the guided workflow data enabled activities.
• These teams will not have access to GL Analyzer to view the standardized analytics in the analyzer.
In EY Helix, the EY Account mapping can relate
to only one EY Canvas engagement. Care • These teams will not have the ability to export the EY Account mapping / Map EY Account summary
should be taken if teams have two EY Canvas
engagements with the same EY Helix project • These teams can use the instructions in this Functional guide to reproduce the relevant analytics within GL AnalyzerSQL to
treated as their primary especially if they have perform further investigation.
different EY accounts.
Functional guide >> 01 Data considerations>> 01.2 Linking and mapping EY Helix data
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Managing account mapping in GL Analyzer to EY Canvas accounts
Functional guide for EY Canvas FIT
enablement for non-complex
01 | Data considerations
01.1 Addressable market and profile delivery
01.2 Linking and mapping EY Helix data
1 Access the Manage account mapping from the
Integrate EY Helix data screen
2 If the selected GL Analyzer is linked to more
than one EY Canvas engagement, performing
account mapping in a new EY Canvas will
override any mapping for all linked EY Canvas 1
engagements. All teams using the selected GL
Analyzer in EY Canvas and EY Helix will be
impacted and EY Helix will only show the
updated account mapping
2
For Planning materiality measure mapping,
open the GL Analyzer in EY Helix and select the
Map account groups within the Mapping module
Mapping to accounts in EY Helix has previously been performed
section. based on FIT Sample Engagement 2024. Proceeding may require
re-linking EY accounts to FIT Sample EY Helix
Sample FIT Dataset 2024
Integrated and
Dataset
also impact mapping performed for FIT Sample Engagement 2024.
Functional guide >> 01 Data considerations>> 01.2 Linking and mapping EY Helix data
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Merging EY accounts in GL Analyzer to EY accounts in EY Canvas
Functional guide for EY Canvas FIT
enablement for non-complex
Merging is applicable if there is difference in the EY accounts available in EY Canvas as compared to the EY accounts
01 | Data considerations available in the team’s GL Analyzer. Upon encountering this scenario, the team will align (merge) the accounts included
in their GL Analyzer with those included in their EY Canvas engagement to determine accounts are completely and
accurately reflected in EY Canvas FIT enablement.
01.1 Addressable market and profile delivery
01.2 Linking and mapping EY Helix data
If the GL Analyzer already includes EY accounts
that are not in EY Canvas FIT enablement, you will
see the ‘Merge EY accounts’ screen when you first
open the Manage account mapping screen:
1 You can create new EY Canvas accounts from 2 1
this screen as needed
2 You can drag and drop EY accounts not in EY
Canvas from the left pane to EY Canvas
accounts in the right pane to merge these
accounts and the related mapping. You also
have the ability to delete EY accounts not in EY
Canvas
3 Once all accounts have been merged, click
‘Merge accounts’
3
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Features &
02 functionalities
Functional guide >> 02 Features & functionalities >> 02.1 Features and functionality
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Account designation
Functional guide for EY Canvas FIT
enablement for non-complex
02 | Features &
functionalities
02.1 | Features and functionality
02.2 | Other helpful features
2
1
Teams using EY Canvas FIT enablement and
the GL Analyzer will document significant
accounts, limited risk accounts, insignificant
accounts, and significant disclosures in the
guided workflow with a set of standardized
analytics integrated throughout the process
to support your account designation,
understanding of SCOTs, identification
ROMMs, and JE testing.
1 Access integrated analytics through the
analytics icons
2 Reference account details and relevant
analytics during documentation within the
account document
Once you complete your designation, if you
have designated an account as Limited Risk
you will automatically receive additional
documentation to complete which replaces
the 270 Limited risk account form.
Functional guide >> 02 Features & functionalities >> 02.2 Other helpful features
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Ability to share activities within an engagement & between
Functional guide for EY Canvas FIT engagements in the same workspace
enablement for non-complex
02 | Features &
functionalities
02.1 | Features and functionality
02.2 | Other helpful features
Sharing may be done within the EY Canvas Select one or more documents of the
engagement (when teams utilize multi-entity same type from the current engagement
functionality where each entity receives their or another engagement in the same
own set of activities), or outside the workspace. The questions and responses
engagement when there is a desire to are then shared from the parent activity
leverage common work across engagements to all selected target documents.
in the same workspace.
After the initial sharing, changes made
Sharing may be done with each activity, in any of the shared documents will be
accessed within an activity’s menu next to the updated in all shared documents until
signoff buttons. the documents are unlinked. Any shared
document can be unlinked through the
Teams must give specific rights via Manage
Share menu on its summary page.
Team in EY Canvas, ‘Administer Guided
Workflows’, to share activities.
Certain responses are NOT shared
within OAR, Materiality & Assess Risk
activities as it is expected that these
Review notes, accounts and risks do NOT responses must be unique to each
share across the engagements. entity/engagement.
Signoffs will not transfer.
Initial sharing of responses will overwrite the
target document(s) and cannot be undone.
Functional guide >> 02 Features & functionalities >> 02.2 Other helpful features
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Ability to copy activities within an engagement & between
Functional guide for EY Canvas FIT engagements in the same workspace
enablement for non-complex
02 | Features &
functionalities
02.1 | Features and functionality
02.2 | Other helpful features
Copying an activity works similarly to sharing, Select one or more documents of the
but no link is created after the initial sharing same type from the current engagement
of responses. Changes made to forms after or another engagement in the same
successfully copying are not updated across workspace. The questions and responses
the forms. Like sharing, copying may be done are then copied from the parent activity
within the EY Canvas engagement or between to all selected target documents.
engagements in the same workspace.
Copying may be done with each activity,
accessed within an activity’s menu next to the After the initial copying, no further
signoff buttons. changes will be copied to the targets
unless you repeat the copying process.
Teams must give specific rights via Manage
Team in EY Canvas, ‘Administer Guided
Workflows’, to copy activities.
Certain responses are NOT shared
within OAR, Materiality & Assess Risk
activities as it is expected that these
Review notes, accounts and risks do NOT responses must be unique to each
copy across the engagements. entity/engagement.
Signoffs will not transfer.
Initial copying of responses will overwrite the
target document(s) and cannot be undone.
Functional guide >> 02 Features & functionalities >> 02.2 Other helpful features
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Track changes
Functional guide for EY Canvas FIT
enablement for non-complex
02 | Features &
functionalities
02.1 | Features and functionality 1
02.2 | Other helpful features
You may now identify when certain responses 2
have changed from the prior period and sign-
off dates.
You can access track changes from a link
next to the sign-off buttons within an activity
1 The version to display is selected from the 3
drop down
2 Each section will indicate whether certain
responses are showing a tracked change
3 The prior response will be shown below the 4
question
4 This message will indicate which responses do
not have track change functionality.
Accordingly, the lack of an 'updated'
notification is not indicative of whether
changes have been made in a given section
Functional guide >> 02 Features & functionalities >> 02.2 Other helpful features
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Print activities to PDF
Functional guide for EY Canvas FIT
enablement for non-complex
02 | Features &
functionalities
02.1 | Features and functionality
1
02.2 | Other helpful features
Activities can now be printed to PDF, for
example, in Group reporting.
1 The print option is in the vertical ellipsis
menu on the Summary page of the activity
Printing from this menu will print all pages for
the entire activity you are currently viewing.
Functional guide >> 02 Features & functionalities >> 02.2 Other helpful features
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Ability to copy activities using Copy Hub
Functional guide for EY Canvas FIT
enablement for non-complex
02 | Features &
functionalities
02.1 | Features and functionality
02.2 | Other helpful features
Use the Copy Hub to send the guided
workflow activities to another EY Canvas
engagement, for example in Group vs
Statutory reporting or to leverage
documentation in a newly created
engagement.
Teams must determine the activities being
copied are not shared at the time of import &
export.
Teams must give specific rights via Manage
Team in EY Canvas to use the Copy Hub
functionality in EY Canvas.
The functionality is similar to the Copy Hub Teams may now use the copy hub to create a copy of guided workflow enablement activities in an engagement. This
process currently available. Teams may now can then be copied into another engagement that is profiled to receive guided workflow enablement.
copy just the guided workflow enablement.
Teams have the option to also copy attached Teams should be aware that relevant events and conditions within the activities, as well as all responses, OAR tables,
evidence and signoffs. EY Helix screenshots & annotations will be copied. Any defined risks' types and descriptions or accounts the team
has identified will not be copied over.
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03 GL AnalyzerSQL
considerations
Functional guide >> 03 GL AnalyzerSQL considerations >> 03.1 Recreating analytics in GL AnalyzerSQL
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Additional investigation for teams using GL AnalyzerSQL
Functional guide for EY Canvas FIT
enablement for non-complex
03 | GL AnalyzerSQL
considerations
03.1 | Recreating analytics in GL AnalyzerSQL
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03.2 | Documenting unmapped accounts
For teams using EY Canvas FIT enablement
that use GL AnalyzerSQL for data integration:
If during your risk assessment, you determine
additional investigation of the standard
analytics are required, you can use the GL
AnalyzerSQL workbook delivered to you to
recreate the standard analytics featured in EY
Canvas FIT enablement with all drill-down
capabilities enabled.
You will need to access the GL AnalzyerSQL
Activity for the accounts you are investigating,
considering any differences between the
account mapping performed in EY Canvas FIT
enablement and the Chart of Accounts (COA) in
GL AnalyzerSQL.
1 In GL AnalyzerSQL click the ‘Analyze balance 2
sheet’ or ‘Analyze income statement’ section
2 View the activity for the account you are
investigating to access subsequent analytics for
drill-down
Refer to the GL AnalyzerSQL functional guide for more information on using your analyzer.
Teams using GL AnalyzerSQL in addition to
integrated analytics will need two separate 572-
GL forms
Functional guide >> 03 GL AnalyzerSQL considerations >> 03.1 Recreating analytics in GL AnalyzerSQL
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Recreating analytics from GL AnalyzerSQL – OSJE
Functional guide for EY Canvas FIT
enablement for non-complex
03 | GL AnalyzerSQL
1
considerations
03.1 | Recreating analytics in GL AnalyzerSQL
03.2 | Documenting unmapped accounts
2
Teams can recreate the Other Side of the
Journal Entry analytic in their GL
AnalyzerSQL
1 Generate Activity Analysis of selected
accounts from the balance sheet or income
statement Comparable screen
in integrated
2 Generate OSJE for the selected amount analytics
Functional guide >> 03 GL AnalyzerSQL considerations >> 03.1 Recreating analytics in GL AnalyzerSQL
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Recreating analytics from GL AnalyzerSQL – Activity by source
Functional guide for EY Canvas FIT
enablement for non-complex
03 | GL AnalyzerSQL 1
considerations
03.1 | Recreating analytics in GL AnalyzerSQL
03.2 | Documenting unmapped accounts
2
Teams can recreate the Activity by Source
analytic in their GL AnalyzerSQL
1 Generate Activity Analysis of selected
accounts from Balance sheet analysis or
Income statement analysis
Comparable screen in
2 Review source trend at the bottom and use it integrated analytics
to create a stacked bar chart if required
Functional guide >> 03 GL AnalyzerSQL considerations >> 03.1 Recreating analytics in GL AnalyzerSQL
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Recreating analytics from GL AnalyzerSQL – Activity by preparer
Functional guide for EY Canvas FIT
enablement for non-complex
03 | GL AnalyzerSQL
1
considerations
2
03.1 | Recreating analytics in GL AnalyzerSQL
03.2 | Documenting unmapped accounts
Teams can recreate the Activity by preparer
analytic in their GL AnalyzerSQL
1 Generate Activity Analysis of selected Comparable screen
accounts from Balance sheet analysis or
Income statement analysis in integrated
analytics
2 Click ‘Display by Preparer’
Functional guide >> 03 GL AnalyzerSQL considerations >> Recreating analytics in GL AnalyzerSQL
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Recreating analytics from GL AnalyzerSQL – Account Metrics
Functional guide for EY Canvas FIT
enablement for non-complex
03 | GL AnalyzerSQL 1
considerations
03.1 | Recreating analytics in GL AnalyzerSQL
03.2 | Documenting unmapped accounts
Teams can recreate the Account Metrics
analytic in their GL AnalyzerSQL
1 Use ‘Significant accounts identification’ Comparable screen in
analysis integrated analytics
Functional guide >> 03 GL AnalyzerSQL considerations >> 03.2 Documenting unmapped accounts
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Documenting unmapped accounts
Functional guide for EY Canvas FIT
enablement for non-complex
03 | GL AnalyzerSQL
considerations
03.1 | Recreating analytics in GL AnalyzerSQL
03.2 | Documenting unmapped accounts
Teams are required to document their 1
rationale for unmapped GL accounts in the
Unmapped accounts page within the
Accounts and disclosures activity.
For teams using EY Canvas FIT enablement
that use GL AnalyzerSQL for data integration:
when you attempt to export your account
mapping from EY Canvas FIT enablement an
error will be shown. To document your
rationale for not mapping these accounts,
perform the following steps:
1 Reach out to your local DID specialist to
obtain the export from your GL Analyzer or
take screenshots of the unmapped GL 2
accounts in the manage account mapping
2 Upload the export obtained from your DID
specialist or equivalent documentation to EY
Canvas FIT enablement
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