“Working paper” action

ADAuditWorkingPaper is a custom action that you add to working paper tasks in a process.

Setup:

1. Open the task in the process – ☰ → Settings → Processes → the process → Tasks.
2. In the Custom actions section, select ADAuditWorkingPaper.
3. Enter a caption, for example “Findings/errors/review”.
4. Click Save.

Tasks created from the process get an additional section for recording findings on procedures and errors in the financial statements. See Findings/review/errors.