User Handbook - June 2017

The latest version of our User Handbook is available now.


You can 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.

This Handbook is a substantial upgrade on the 2017 Basic User Guide - it contains a more comprehensive overview of Audit Assistant, clearer instructions, and includes many features that were not previously specifically addressed. The 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
  • 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
  • Logging in 
  • 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




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