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1. To start AuditDesktop, click the program icon on your desktop. The Login window will appear. 

2. Program login is done through the following steps:

    • Select the database that you will work with
    • Enter your username and password
    • Click Login

Tip

You can also log in the program with your OS credentials, without entering username and password.


2a. In case you have not set a database:

    • Click the button on the Login window 
                                 -or-
    • After logging in, click the Databases button in the Application menu

The Databases window that will appear allows you to manage your list of databases.

3. Before starting an engagement, it is recommended that you fill in some organisation data:

    • Open the Settings tab
    • Click the Organisation button

 4. The program supports several main Nomenclatures that facilitate engagement performance. To edit them, go to:

    • Activities - employees can select their activity type which is used when filling in their timesheets
    • Job positions - the employees' start and end dates of employment which affect the engagement team selection as well as Strategic and Annual planning
    • Tickmarks - you can define your own tickmarks which can be used in Lead schedules and File /MS Excel documents

5. Setting up System users/Employees - you can manage both system users and employees who are not using the system, but who will be taken into account during Strategic and Annual planning.

AuditDesktop allows you to add, edit and delete employees, as well as to fill in additional information such as user accounts, job positions, planned leaves, etc.

6. Method import - if needed, you can use the program's method import function which allows for a quick and simple import of method files

7. Adding new Client(s) - you can add new clients, but also edit, delete and organise your clients into hierarchical groups

Tip

Right click a client to access the Client context menu. Its functions will help you manage client data, select and edit engagements as well as add timesheets.

8. Create new engagement - two engagement types are available:

    • Project - with simplified functionalities
    • Audit - all available project features, combined with additional, audit-specific functions

9. Select active engagement - click the Select button on the main window. To open an engagement, choose one of the following options:

    • Make a double-click with the left mouse button               

    • Select the engagement and click Open 

    • Select the engagement and press F5 on the keyboard

Tip

The filters at the bottom of the screen will help you select your engagement's visibility mode, depending on their state and type.

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