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
  • Job Positions
  • Employees
  • Calendar

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Engagements

    Work on Engagement

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

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    Risks

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

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    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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