New User Handbook - August 2018

The latest version of our User Handbook is available now.


This Handbook is an upgrade on our 2018 User Handbook containing all the latest features, more photos and clearer instructions. The 74 page (up from 62 page) A4 size printed colour guide covers the following subjects:



  • What is Audit Assistant?
  • Why use this technology? 
  • Current Templates
  • Hosting 
  • Hardware and software requirements
  • Work-flow 
  • Support
  • Training


  • Sign-up, Billing and Service Levels 
  • Log-in
  • Users
  • Security settings
  • Adding firm logos and letterhead
  • Client creation and deletion
  • Links to standards
  • Client selection
  • Assigning users to a job
  • Client duplicate and restore function

Using Audit Assistant 

  • Index and Navigation
  • Using the Control Page (A1)
  • Client contacts 
  • Creating documents and reports
  • Adding deadlines
  • Sharing pages with third parties
  • Trial balance import
  • Trial balance sorting and sub-totals 
  • Risk identification and analysis
  • Materiality assessment
  • Analytical review 
  • Transactions testing and sampling
  • Journal entries (audit adjustments)
  • Management report points
  • Adding an attachment
  • Adding a comment 
  • Adding a key issue
  • Adding a follow up 
  • Conclusions
  • Review notes
  • Annual rollover
  • Printing options

You may purchase a bound version for $30 including postage or download a PDF version for free (see bottom of page). Attendees at one of our basic training sessions receive a bound copy as part of the cost of training.




Have more questions? Submit a request

Subscribe to our mailing list

We have a regular newsletter which includes the latest updates in the audit and assurance space as well as on to our latest work.

Click here to view previous newsletters, enter your email bellow to subscribe.