Audit

Plan and run independent financial audits and internal audits. The team works in one shared file, managers track progress, and clients view and respond to findings online.

This page is an overview of the module. Step-by-step instructions will be added.

In this section

• Audit planning and working papers – engagement planning, audit programmes, procedures and evidence by audit area.
• Risks and controls – risks, control activities, their assessment and the three risk states.
• Findings and recommendations – issues, responsible persons, actions and statuses.
• Adjustments – misstatements and proposed adjustments to the financial statements.
• AFS audit library – the annual financial statements audit process library and the extra tabs of its tasks.
• Audit engagement file – audit widgets: materiality, working papers, error log, findings.
• “Working paper” action – the ADAuditWorkingPaper custom action.

Client access – client staff view findings and upload requested documents.

Works together with

Engagements · Tasks · Processes · Timesheets · Clients · Attachments · Tags