Prices: GBP £ 45 each company, each year
XYZ Ltd, Year ended 31 Dec 2022 = GBP £45
XYZ Ltd, Year ended 31 Dec 2023 = GBP £45

Q: How does the software look and feel? 
Just click on each of the below to see screen grabs.

Q: Why use this software?
Avoid over-auditing to save work time, increase profitability
   and exclude under-auditing to exclude negligence claims.

Buy one audit file, do your real life audit. - how does the price compare to your hourly rate?
This is how to see exactly how it functions.
See how efficiently your audit work is recorded more profitably on the Cloud Technology.


NEW USER REGISTRATION - click 


LOGIN - click


PURCHASE InPr AUDIT FILE - click


APPOINT MY AUDIT TEAM - click


SETUP AN AUDIT FILE - click


ALLOCATE AUDITORS HOURS IN AUDIT FILE - click
                             

PERMANENT AUDIT FILE WORK RECORDING - click


CURRENT AUDIT FILE WORK RECORDING - click


COMPLETION - click


CLOSEDOWN
Sign-off, close down > A3
After close-down, go into Year, Audit File
Click to download, PDF arrives in bottom left corner of screen
Open it, check it, save, backup
Find it again sitting in your “Downloads” subdirectory on your root file C:/


BACKUP
Essential to backup (hard drive, external storage, cloud).
 This is crucial for you to view the audit file in the future.

NOTIFICATION
Top right corner, a bell shaped symbol
See a number there? Click on it
Changes, upgrades, messages for you to be aware of.


PRINT​​
Print (A4 paper format)
A page or the whole file: hold down "Control" and hit "P", follow your browser instructions

SEARCH INFO
Hold down Ctrl key and F 
Fill in the word(s) in box in top right corner, return key

FILE STRUCTURE FOR BACKUP
C: > Documents > Audit Files > Client Co > Year
Add here a PDF of signed-off audit file, PDF, photos, MS Word files, MS Excel files
(Just a suggestion, you can design your own filing system)


Q 1: How do I change the Senior Statutory Auditor?
A: Header (top left) > My Auditors > Action (pen symbol)
You can correct misspelling but not the email address. 
A named Senior Statutory Auditor is appointed to sign the Audit Report of a named Ltd company. This contractual appointment is by the signed Audit Engagement Letter, before the audit work starts.

Q 2: Why does my work info not show?
A: You did not click on "Save" button.
Upon save, a green message box appears in top right corner of your screen.

Q 3: Why does "save" process take a little longer sometimes?
A: Saving speed depends on the capacity of your computer's RAM and Wi-Fi bandwidth.

Q 4: Where is the Close-Down button?
A: A3 of Current Audit File (the last item)

Q 5: How to upload signature?
A: Scan your signature or photo, save as jpg or png in Desktop (or other subdirectory).
Upload: Click > Desktop > click on the relevant jpg

Q 6: I attached a jpg, clicked on it but it does not show
A: Must save it first 
Upon save, a green message box appears in top right corner of your screen

Q 7: How do I attach more than one jpg/png all in one go?
A: Click "Attach" > Hold down "Ctrl" key > select the ones you want > Open

Q 8: How do I assign my audit team?
A: "My Auditors" tab in screen header
Add your audit persons
Allocate the required audit person to the file sections they are to work on (F8 for hours budget/actual)
That person receives an email with a unique password.
Login with own email and own password > Year > Company
Note: Only persons allocated can edit/save in that file section (precludes others over-writing their work)

Q 9: How to allow a Manager to review field person's audit work?
A: My Auditors (in header, top left) appoint the Manager (or any other title)
F8 Allocate to the Manager (A to Z, or appropriate sections)

Q 10: If two of us are working on an audit (same audit client), me and my colleague, can both of us access the audit file at the same time?
          (often two or more persons will be working on an audit at the same time). 
          Can 2 (or more persons) login and input into the audit file simultaneously?
A: One auditor to work on section K at a time, when finished and saved, inform the other person to go in and record more afterwards.

Q 11: File structure - can you suggest?
A: In C: Documents, Audit Files (main folder)
     Subdirectory - Client company name
        Sub-Subdirectory - Year/Balance Sheet date
           PDF of closed-down audit file
           PDF/photos/jpg/png of documents, data
A profitable auditor does just enough audit work, just-in-time.

Q 12: Which browser works best?
A: Chrome - works optimally on Chrome.

Q 13: Shortcut navigation in audit program?
A: Click on any circle-button at the top of audit program > takes you to that page

Q 14: Can I record my audit work whilst someone else is working on that page?
A: No, wait until the other person is finished. (Phone or email the other person working on it?)

Q 15: Setup page, can the spelling or date be altered after save?
A: Not for crucial data - the company name, start/end dates. 
         The "save" button pops up two alerts for you to approve:
                  Are you sure the spelling and dates are accurate?
                  Last chance to edit, standing data is locked
          The standing data you insert is locked after you approve twice - saves you filling it in on each page of the audit file.
     However, fields without a red star can be altered before sign-off. 

Q 16: Can the software can be used for banking clients?
A: Yes, you can insert your specialist banking audit tests in sections AA, BB, CC, DD
        Each audit test you enter will automatically have its audit test frame for your recording.

Q 17: Is the purchase of this software for our client's lifetime?
A: Each audit case is for an Accounting Period End, for example Year Ended 31 December 2022.
     Buy another for Year Ended 31 December 2023. 

Q 18: Are there other charges/costs?
A: No

Q 19: Are there updates in respect of changes to the standards. Does it happen automatically?
A4 - Updated coninually for
            - the latest regulations
            - best practice currently
            - new work methods discovered
            - user suggestions

Q 20: Where will the data sit?
A: It is "On cloud" (secure server) whilst you populate your audit file. 
       When you sign-off at close-down, your audit file converts into PDF, immediately arrives as a download
       Save the PDF and backup to recall 

Q 21: Can the user take a screen grab (or print on paper) to do audit work off-line?
A: Yes

Q 22: Is the audit test date to be entered when online with wi-fi signal?
A: Yes

Q23: How do I insert my notes/comments to an audit test?
A: "Attach" button, two tabs, click on tab "Write notes or copy/paste .txt file" 

Q24: Each page has a box for Preparer and Reviewer
A: Type in initials or the name.

Q25: Can the Permanent Audit File work be delegated to another staff, say the manager?
A: Permanent Audit File work is carried out by the person allocated in the Time Budget (F8 - Current Audit File). "My Auditors” tab in Headrer, allocate on F8 Time Budget.

Q26: We have managed to give access on the current audit file to our staff on the job
A: The first audit file takes longer; it is familiarisation. It goes faster and faster with each successive audit file.

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Why not buy one audit file, do your real life audit. Price affordable compared to your hourly rate?
Then you can see exactly how it functions.
See how efficiently your audit work is recorded more profitably on the Cloud Technology.

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