Jobs are transferred to PDF on annual rollover, where they may be printed if required or saved to storage. Major set-up work done in Year 1 is maintained for bringing forward and editing as required, saving considerable time in subsequent years work.
- At any stage of audit work individual pages may be printed or the whole work-book may be sent to a PDF file that may be downloaded as a snapshot backup
- On completion only a Partner may authorise the final sign-off
- This sign-off creates a PDF file that includes all attachments
- This then becomes the final soft-copy of the entire audit workbook (assuming all third-party documents have been added as attachments)
- A copy of this file is stored on the system for later access, and we recommend users also keep their own copy
- The completed file may then be rolled over - removing Conclusions and moving current to prior year in the Trial Balance
- The workbook structure is retained and all work done in the prior year including selected attachments is retained - able to be brought forward and reused as required
- Any work brought forward will be re-assigned to the person who updates it and re-dated
Also see Export options (printing, pdf, zip) and Annual rollover.