Importing Trial Balance Data
Clive McKegg February 11, 2009
Sharing a Custom Template with another firm
Clive McKegg Jan 27
Adding client data (trial balance)
Clive McKegg June 19, 2009
Problems with trial balance import
Clive McKegg August 26, 2009
Speeding up data import/sorting
Clive McKegg June 10, 2009
Q. Management Letter Page concluded but showing "red" arrow boxes yet to be completed?
Clive McKegg October 20, 2010
Q. Client trying to fill in internal control checklist unable to use bring-forward function. Why?
Clive McKegg October 20, 2010
Q. Journals disappearing?
Clive McKegg October 20, 2010
Q. Can we print a list of clients?
Clive McKegg October 20, 2010
Adding Staff Members
Clive McKegg November 03, 2009
Q. How do I change my password?
Clive McKegg September 06, 2010
Q. How can Management Letter page be concluded but still have"red" incomplete arrow boxes?
Clive McKegg September 01, 2010
Q. When I am running a job in checked out mode entries I've made in data test boxes sometimes disappears - why?
Clive McKegg September 01, 2010
Q. How do I delete a client?
Clive McKegg August 26, 2010
Q. I'm having trouble importing trial balance in the second year. What's the best way?
Clive McKegg August 26, 2010
Q. Is it possible to rename a page?
Clive McKegg August 13, 2010
Q. We've split our audit practice; can we transfer jobs between accounts?
Clive McKegg August 13, 2010
Q. Is there any functionality to add spell checking function into the text boxes?
Clive McKegg July 19, 2010
Q. What exactly get rolled over?
Clive McKegg July 16, 2010
Q. Attachments don't seem to be uploading (in IE)
Clive McKegg May 25, 2010
Q. I've created a sub-page from an existing work-paper - how do I adopt it into an existing job?
Clive McKegg May 20, 2010
Sharing pages with third parties (e.g. Internal Control Checklists)
Clive McKegg June 19, 2009
Q. There are no trail balance, journal or management points pages appearing in my PDF copy of my workbook - why?
Clive McKegg April 27, 2010
Q. I'm doing a review - why can't I access the income and expenditure areas?
Clive McKegg April 27, 2010
Q. Last year we did an audit but this year a review. How do I change job type?
Clive McKegg March 09, 2010
Q. Can I edit a journal once I have created it instead of deleting and starting all over?
Clive McKegg February 22, 2010
Q. How do we use Audit Assistant for Real Estate Trust accounts where we do three visits?
Clive McKegg February 16, 2010
Q.What are your suggestions regarding an audit of a client under NZ IFRS?
Clive McKegg February 15, 2010
