Technology and design
Housekeeping
- Two Factor Authentication Setup Guide
- Understanding Data Processing in Advanced File Features (Attachment Preview)
- Report Bugs and Other Issues Directly from Audit Assistant
- Header and Notifications
- User Profile Page
- How to access Help and Support
Job creation and management
- Flagging commonly used templates
- Client Groups
- Client creation and deletion
- Sorting and filtering jobs
- Client duplicate and restore function
- Changing job types or updating to a newer template
Planning issues
- Minutes Review
- Index and navigation
- Assigning users to a job
- Using the Control page (A1)
- Adding deadlines
- External contacts
Specific tools
- Sharepoint Integration
- Previewing and adding annotations to PDF attachments
- Disclosure adjustment
- Points Forward
- Requests
- Adding a comment
Trial balance
Audit adjustments
Shared pages (third party sharing for information gathering)
Sampling and transactions testing
Work completion and rollover
Customising
- Formatting and Variables
- Customising individual workpapers
- Customising at a template level - adding a new page
- Customising a document for your firm
- Creating and editing documents and reports
- Customising at a template level - creating links between pages