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Smart Audit
How to upload a Trial balance
How to prepare TB for error free upload
How to customise the Chart of Accounts (COA)?
Subscriptions, renewal and managing users
Audit Report Drafting - Customising Master template
Audit Report Drafting
Job Archival
Client Portal: Part 3 Create client account and assign requests
Getting Started: 3 Performing Audits
Getting Started: 2 - Setting up Users, Clients and Jobs
Getting Started: 1. Set up free trial account
Client Portal : Part 4 - Handling overdue requests
Client Portal : Part 2 - Speed up audit with pre populated requests
Client Portal : Part 1 - Send and receive audit data and manage queries
Random sampling using excel
Client Requests Portal
Smart Audit - Introduction
1. Getting started
5. Risk response, Materiality and Audit Strategy
7. Report Drafting
6. FIELDWORK
2. Client Acceptance
3. Upload Trial Balance
4. Client Risk assessment