Plan and Process
Using Comments and its features
Introduction With this release, you have the ability to add multiple comments to keep a track on the conversation and to keep the key observation for the financials intact. How to Add multiple Comments Step 1: Click on Audit > Manage Jobs > My Audit ...
Importing Prior Year Checklist
Introduction This new feature will allow you to Import the Prior Year Plan Checklist. This import will include the Comments and Completion statuses of the Plan Checklist. Documents will be only included if they have been roll forwarded. This feature ...
Roll Forward Comments
Introduction With this new feature, you can now carryforward your comments to the consequent future jobs from the Process section. With this release, you will also have the ability to add multiple comments on the single line item. This will help you ...
Analytical Procedure
Introduction The Analytical Procedure is primarily used for Materiality purposes and for comparing data between the current year and the previous year. It generates a file when the client is imported from any accounting software, and the file is ...
Process
Introduction The Process is categorized into Assets, Liabilities, Member Entitlements, Income, Expenses, and Review Checklist. All these headings are subdivided into Buckets and they are further divided into Line Items. All of the buckets have their ...
Plan
Introduction The Plan consists of checklists and is categorized into four sections: Permanent, Analytical Procedure, Preliminary File Setup, and Financial Report Program. Permanent, Preliminary File Setup, and Financial Report Program Checklists: ...