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Getting started with Audit Assistant
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What's new
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What's new in Audit Assistant 26.2
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Your account, users and security
7
Account and billing
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Adding firm logos and letterhead
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How do I change my password or get a new one?
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Security options
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Setting up and managing users and teams
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Two Factor Authentication Setup Guide
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User Profile Page
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Dashboard and jobs
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Jobs
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Activating jobs
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Changing job types or updating to a newer template
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Client Groups
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Client duplicate and restore function
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Flagging commonly used templates
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Job/Client creation and deletion
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Sorting and filtering jobs
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Configurable Dashboard and Jobs Page
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Working in a job
49
Navigation
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Index and navigation
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Keyboard Shortcuts
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Planning and risk
13
Adding deadlines
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Adding key personnel
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Assigning users to a job
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External contacts
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Independence page staff sign off options
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Library of Controls
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Library of Risks
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Materiality assessment
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Minutes Review
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Preliminary assessment of governance issues
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Risk identification and analysis
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Using Analytical Review Tools
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Using the Risk Tool
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Workpapers and annotations
11
Adding a comment
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Adding a key issue
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Adding notes to work items (sub-comments)
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Conclusions
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Disclosure adjustment
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Follow ups
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Management report points
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New Formatting Options: images, snips and lists
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Points Forward
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Using Selectable Queries
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Your guide to multiple cross references
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Attachments
5
Adding attachments and links
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How do I add hyperlinks to access external documents?
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How do I edit attachments?
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Previewing and adding annotations to PDF attachments
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Understanding Data Processing in Advanced File Features (Attachment Preview)
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SharePoint
3
Attaching files from SharePoint
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Connecting SharePoint to Audit Assistant
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SharePoint file locking
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Testing and sampling
4
Creating debtors circularisation letters
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Sample selection and testing tool
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Tests of controls
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Using the sampling tool to test journals
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Documents and tables
6
Creating and editing documents and reports
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How do I add extra lines in table fields?
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How do I adjust margins in documents created within Audit Assistant?
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How do I change columns in a table or switch into landscape mode?
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How do I refresh the date on a document?
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How do I reorder the sequence of items in tables?
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Review and finalisation
5
Adding review notes and review stamps
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Carrying out Peer Reviews for Quality Control - "Hot" and "Cold"
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Exporting and printing a job
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Finalising a job
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Online review
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Trial balance and adjustments
10
Creating new accounts from journal adjustments
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How do I import Trial Balance Data from CCH iFirm
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How do I switch prior columns on or off in a trial balance or lead schedule?
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How should I import trial balance data in the subsequent years?
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Journal entries (audit adjustments) and misstatement reports
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Multi-Subsidiary Trial Balance
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Profit calculation in Trial Balance
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Trial balance import
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Trial balance sorting and sub-totals
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Why are unadjusted errors not showing on my error report?
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Templates and customisation
7
Customising a document for your firm
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Customising at a template level - adding a new page
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Customising at a template level - creating links between pages
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Customising at a template level - introduction
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Formatting and Variables
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How do I change the name of a page?
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Links to standards (and mapping report)
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Sharing Centre
7
Document Vault
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Identity verification and access requests
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Internal Controls Checklists and Questionnaire
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Requests
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Sharing pages with your client
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What is the best way to share a file for an external review?
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What your client sees in the Sharing Centre
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Outages and breaches
13
2026
3
Processing of exported PDFs on testing tables
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Timestamps changed with Duplicate/Restore
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Truncated conclusions
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2025
3
Intermittent problems
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Issue loading Audit Assistant
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Session timeout
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2024
1
File uploads not working
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2023
4
Page loading issues
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Shares opening the wrong page and dates saving incorrectly (resolved)
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Sharing and single-page printing errors (resolved)
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Speed issues
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Privacy breaches
2
Names and emails of users briefly exposed to users in other firms
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Names of clients briefly exposed to another firm
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General
13
Account owner
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Adding an attachment in a shared page (for third party users)
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Bringing forward prior year items on shared pages
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Can I get a deleted job restored?
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Can I transfer a job or block of jobs to another firm who also use AA?
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Header and Notifications
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How do I change the name of my firm on letters and reports generated?
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How do I change the name or balance date on an existing job?
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How do I save time auditing a group of similar clients?
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Jobs flagged for updating to newer versions
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Requests
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Sharing pages with third parties
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Why am I getting a page marked as an orphan?
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Product Updates
Suggestion Box
System Status
Categories
Getting started
3
New to Audit Assistant
2
Getting started with Audit Assistant
(sign in to read)
Workflow overview
(sign in to read)
What's new
1
What's new in Audit Assistant 26.2
(sign in to read)
Your account, users and security
7
Account and billing
(sign in to read)
Adding firm logos and letterhead
(sign in to read)
How do I change my password or get a new one?
(sign in to read)
Security options
(sign in to read)
Setting up and managing users and teams
(sign in to read)
Two Factor Authentication Setup Guide
(sign in to read)
User Profile Page
(sign in to read)
Dashboard and jobs
8
Jobs
7
Activating jobs
(sign in to read)
Changing job types or updating to a newer template
(sign in to read)
Client Groups
(sign in to read)
Client duplicate and restore function
(sign in to read)
Flagging commonly used templates
(sign in to read)
Job/Client creation and deletion
(sign in to read)
Sorting and filtering jobs
(sign in to read)
Configurable Dashboard and Jobs Page
(sign in to read)
Working in a job
49
Navigation
2
Index and navigation
(sign in to read)
Keyboard Shortcuts
(sign in to read)
Planning and risk
13
Adding deadlines
(sign in to read)
Adding key personnel
(sign in to read)
Assigning users to a job
(sign in to read)
External contacts
(sign in to read)
Independence page staff sign off options
(sign in to read)
Library of Controls
(sign in to read)
Library of Risks
(sign in to read)
Materiality assessment
(sign in to read)
Minutes Review
(sign in to read)
Preliminary assessment of governance issues
(sign in to read)
Risk identification and analysis
(sign in to read)
Using Analytical Review Tools
(sign in to read)
Using the Risk Tool
(sign in to read)
Workpapers and annotations
11
Adding a comment
(sign in to read)
Adding a key issue
(sign in to read)
Adding notes to work items (sub-comments)
(sign in to read)
Conclusions
(sign in to read)
Disclosure adjustment
(sign in to read)
Follow ups
(sign in to read)
Management report points
(sign in to read)
New Formatting Options: images, snips and lists
(sign in to read)
Points Forward
(sign in to read)
Using Selectable Queries
(sign in to read)
Your guide to multiple cross references
(sign in to read)
Attachments
5
Adding attachments and links
(sign in to read)
How do I add hyperlinks to access external documents?
(sign in to read)
How do I edit attachments?
(sign in to read)
Previewing and adding annotations to PDF attachments
(sign in to read)
Understanding Data Processing in Advanced File Features (Attachment Preview)
(sign in to read)
SharePoint
3
Attaching files from SharePoint
(sign in to read)
Connecting SharePoint to Audit Assistant
(sign in to read)
SharePoint file locking
(sign in to read)
Testing and sampling
4
Creating debtors circularisation letters
(sign in to read)
Sample selection and testing tool
(sign in to read)
Tests of controls
(sign in to read)
Using the sampling tool to test journals
(sign in to read)
Documents and tables
6
Creating and editing documents and reports
(sign in to read)
How do I add extra lines in table fields?
(sign in to read)
How do I adjust margins in documents created within Audit Assistant?
(sign in to read)
How do I change columns in a table or switch into landscape mode?
(sign in to read)
How do I refresh the date on a document?
(sign in to read)
How do I reorder the sequence of items in tables?
(sign in to read)
Review and finalisation
5
Adding review notes and review stamps
(sign in to read)
Carrying out Peer Reviews for Quality Control - "Hot" and "Cold"
(sign in to read)
Exporting and printing a job
(sign in to read)
Finalising a job
(sign in to read)
Online review
(sign in to read)
Trial balance and adjustments
10
Creating new accounts from journal adjustments
(sign in to read)
How do I import Trial Balance Data from CCH iFirm
(sign in to read)
How do I switch prior columns on or off in a trial balance or lead schedule?
(sign in to read)
How should I import trial balance data in the subsequent years?
(sign in to read)
Journal entries (audit adjustments) and misstatement reports
(sign in to read)
Multi-Subsidiary Trial Balance
(sign in to read)
Profit calculation in Trial Balance
(sign in to read)
Trial balance import
(sign in to read)
Trial balance sorting and sub-totals
(sign in to read)
Why are unadjusted errors not showing on my error report?
(sign in to read)
Templates and customisation
7
Customising a document for your firm
(sign in to read)
Customising at a template level - adding a new page
(sign in to read)
Customising at a template level - creating links between pages
(sign in to read)
Customising at a template level - introduction
(sign in to read)
Formatting and Variables
(sign in to read)
How do I change the name of a page?
(sign in to read)
Links to standards (and mapping report)
(sign in to read)
Sharing Centre
7
Document Vault
(sign in to read)
Identity verification and access requests
(sign in to read)
Internal Controls Checklists and Questionnaire
(sign in to read)
Requests
(sign in to read)
Sharing pages with your client
(sign in to read)
What is the best way to share a file for an external review?
(sign in to read)
What your client sees in the Sharing Centre
(sign in to read)
Outages and breaches
13
2026
3
Processing of exported PDFs on testing tables
(sign in to read)
Timestamps changed with Duplicate/Restore
(sign in to read)
Truncated conclusions
(sign in to read)
2025
3
Intermittent problems
(sign in to read)
Issue loading Audit Assistant
(sign in to read)
Session timeout
(sign in to read)
2024
1
File uploads not working
(sign in to read)
2023
4
Page loading issues
(sign in to read)
Shares opening the wrong page and dates saving incorrectly (resolved)
(sign in to read)
Sharing and single-page printing errors (resolved)
(sign in to read)
Speed issues
(sign in to read)
Privacy breaches
2
Names and emails of users briefly exposed to users in other firms
(sign in to read)
Names of clients briefly exposed to another firm
(sign in to read)
General
13
Account owner
(sign in to read)
Adding an attachment in a shared page (for third party users)
(sign in to read)
Bringing forward prior year items on shared pages
(sign in to read)
Can I get a deleted job restored?
(sign in to read)
Can I transfer a job or block of jobs to another firm who also use AA?
(sign in to read)
Header and Notifications
(sign in to read)
How do I change the name of my firm on letters and reports generated?
(sign in to read)
How do I change the name or balance date on an existing job?
(sign in to read)
How do I save time auditing a group of similar clients?
(sign in to read)
Jobs flagged for updating to newer versions
(sign in to read)
Requests
(sign in to read)
Sharing pages with third parties
(sign in to read)
Why am I getting a page marked as an orphan?
(sign in to read)
Help centre
Working in a job
Navigation
Navigation
Getting around a job: the index, the sidebar and keyboard shortcuts.
Index and navigation
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Keyboard Shortcuts
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