Q&A

Job Administration

• Q. Can I export a list of all jobs to Excel?

Customising

• Q. How do I switch prior columns on or off in a trial balance or lead schedule?

Staff and passwords

• Q. When I click on the 'review' or 'follow up' icon it won't open
• Q. How do I add new staff members?
• Q. How do I change my password or get a new one?

Navigation

• Q. I can't see the side bar - how do I get it to hide/unhide?
• Q. How do I access the lead schedules for specific testing?

Changing, duplicating and restoring jobs

• Q. Why an I getting a page marked as an orphan?
• Q. In an upgraded job 'brought forward' comments aren't matched to the correct question
• Q. How do I retrieve a copy of an old job?
• Q.What is the difference between active and archived jobs?
• Q. How do I save time auditing a group of similar clients?
• Q. How do I change the name or balance date on an existing job?

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Documents and tables

• Q. How do I add extra lines in table fields?
• Q. How do I refresh the date on a document?
• Q. How do I change the name of my firm on letters and reports generated?
• Q. How do I change columns in a table or switch into landscape mode?
• Q. How do I adjust margins in documents created within Audit Assistant?

Sharing pages

• Q. How do I share pages with third parties (e.g. Internal Control Checklists)?
• Q. What is the best way to share a file for an external review?

Trial balance import questions

• Q. How do I import Trial Balance Data from CCH iFirm
• Q. How do I add Trial Balance data?
• Q. How should I import trial balance data in the subsequent years?

Attachments, comments and cross-references

• Q. What do I do when I have added a comment but the item is not shown as complete?
• Q. How do I change a comment into a review note (or other response)?
• Q. How do I add hyperlinks to access external documents?
• Q. How do I edit attachments?

Audit adjustments

• Q. Why are unadjusted errors not showing on my error report?
• Q. How do I create a journal entry for a new account?

Job finalisation

• Q. How does job finalisation and rollover work?
• Q. How do I roll over a client?