AuditDesktop supports a Clients nomenclature that is used when creating engagements or reporting timesheets. To access the nomenclature, open the Home tab and click Clients.

By default, the groups of clients are displayed on the left side of the main window. When you select a group, a list of all its clients will appear on the right.

A context menu is available for each client. To open it, right click with the mouse on the selected client.

These buttons assist your work with the nomenclature:

If you wish to change a client's hierarchy (determine the subsidiaries), left click on the index of the record, hold it and move it over the parent element.

Groups of clients

Clients can be organised into hierarchical groups. New groups can be added by using the standard method for editing data grids. To change hierarchy, click the index of the record and drag it with the mouse.

Filter and visualisation buttons

At the bottom of the window are located the following buttons: