About | Table of Contents

Getting Started

• System Requirements
• Installation
• Product Registration
• Updating
• Logging In
• First Steps

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How to?

• Access Remote Support
• Add and Edit Clients
• Create New Methods
• Edit Trial Balance
• Identify Risks

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Nomenclatures

• Clients
• Organisation Data
• Activities
• Tickmarks
• Employees
• Calendar

Engagements

Work on Engagement

• Open Active Engagement
• Create Engagement
• Edit Engagement
• Complete Engagement
• Accounting Settings
• Working Papers

Risks

• Identify Risks
• Risk Register
• Identify Control Activities
• Preliminary Assessment of Control Activities
• Statement Analysis

Reports

• Summary of Adjustments
• Documents
• Tickmarks

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Statements

• Trial Balance
• Trial Balance Groups
• Mapped Trial Balance
• FS Lines
• Income Statement
• Statement of Financial Position
• Samples

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Methods

• Library
• Create a New Method
• Import a Method
• Export a Method

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