Knowledge Base

Technology and design

• The technology of Audit Assistant
• Workflow overview
• Based on international standards
• Hardware/Software requirements

Housekeeping

• User Profile Page
• How to access Help and Support
• Account owner
• Account and billing
• Sign-up, billing and service levels
• Setting an alternative address to receive monthly invoices

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Job creation and management

• Client Groups
• Client creation and deletion
• Sorting and filtering jobs
• Client duplicate and restore function
• Changing job types
• Jobs flagged for updating to newer versions

Planning issues

• Index and navigation
• Assigning users to a job
• Using the Control page (A1)
• Adding deadlines
• Client contacts
• Adding key personnel

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Specific tools

• Adding a comment
• Adding replies (sub-comments)
• Using sections totals in selectable queries
• Adding a key issue
• Follow ups
• Adding attachments and links

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Trial balance

• Trial balance import
• Trial balance sorting and sub-totals
• Profit calculation in Trial Balance
• Fast uploads of new Xero trial balance

Audit adjustments

• Creating new accounts from journal adjustments
• Journal entries (audit adjustments)

Shared pages (third party sharing for information gathering)

• Bringing forward prior year items on shared pages
• Prepopulating sharing details from contacts
• Sharing pages with third parties

Sampling and transactions testing

• Built-in sample selection and testing tool
• Tests of controls

Work completion and rollover

• Online review
• Annual rollover process
• Adding review notes and review stamps
• Annual rollover
• Export options (printing, pdf, zip)

Customising

• 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
• Customising at a template level - introduction