The Lead schedule type of working paper is used
for checking a specific item in substantive procedure. In the audit
approach, Lead schedules most often represent MS Excel files which are
automatically filled in.
If you are not working with MS Excel files, you can use the program's
built-in form of Lead schedule. To do so, create a new Lead schedule
working paper and select the items that you wish to use in your work.
¶ Tickmarks
In the Lead schedule type of working paper, you can add
tickmarks to accounts or sums in the trial balance. Click
on the sum or the name/code of the respective account and enter the
details of the tickmark that you wish to add.
The program will display the presence of a tickmark by marking the
respective cell with a red triangle. If you wish to view all tickmarks
added to a specific document, open its Tickmarks tab.