• 8 home screen tiles (related to Certification (Controls & Process), Document Request, Unassessed External Risks & Controls and Action Update)
• Audit Report and Management Certification Reports
• 2 Milestones related to SOX Audit Types
• 2 Library Sections - Annual and Quarterly Library content (including 3 work plans and with applicable Steps)
• 5 Assertions
• 3 Audit Home Tiles
• 4 Audit Execution views
• 27 Analysis/Views

In addition the following segmentations have new items:

• Audit Types: SOX Audit (10-K), and SOX Certification (10-Q)
• Account Balances: Debit and Credit
• Account Group Types: Balance Sheet and Income Statement

For existing customers

An existing v6 customer can import some of this new content via the current SOX Intermediate Library, which will give them the following:

• Audit Report (Management Certification Report can then be imported manually)
• 2 Library Sections - Annual and Quarterly Library content (including 3 work plans and with applicable Steps)
• New Audit Types segmentation items: SOX Audit (10-K), and SOX Certification (10-Q)
• 17 Analysis/Views

The following can be created manually:

• Milestones related to SOX Audit Types
• Items in Account Balances segmentation: Debit and Credit
• Items in Account Group Types segmentation: Balance Sheet and Income Statement

The following will be unavailable:

• New Home screen tiles
• New Audit Home tiles
• New Audit Execution views
• The following Analysis/Views:
  • Audit Rating
  • Audit Report by department/rating
  • Audit Report by Period/Rating
  • Audit Report by Period/Type
  • Audit/Process by Certification State
  • Control by Certification State & Process
  • Document Requests by State & Respondent
  • Findings by Severity
  • Open Actions by Due Date/Priority
  • Open Actions by Priority
  • Open Actions by Severity
  • Time by period/type
  • Time by Time Sheet Owner
  • Unassessed External Controls
  • Unassessed External Risks
  • Unassessed External Tests
  • Updates by State & Respondent