Technology and design
Housekeeping
- Report Bugs and Other Issues Directly from Audit Assistant
- Header and Notifications
- User Profile Page
- How to access Help and Support
- Account owner
- Account and billing
Job creation and management
Planning issues
- Index and navigation
- Assigning users to a job
- Using the Control page (A1)
- Adding deadlines
- External contacts
- Adding key personnel
Specific tools
- Disclosure adjustment
- Points Forward
- Requests
- Adding a comment
- Adding replies (sub-comments)
- Using sections totals in selectable queries
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