Knowledge Base/Solutions

Q. How do we use Audit Assistant for Real Estate Trust accounts where we do three visits?

Clive McKegg
posted this on February 16, 2010 01:32 pm

A. Create new comments and sub-pages (e.g.for transactions testing) for each visit (i.e. from the drop-down menu on a work item select 'comment' or 'workpaper' and change the name of the new workpaper to say 'Compliance Testing - Expenditure - 1st visit'). You don't roll over until the final visit is done.