New User Handbook - March 2019

The latest version of our User Handbook is available now.


This Handbook is an upgrade on our August 2018 User Handbook containing all the latest features, more photos and clearer instructions. The 90 page (up from 74 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

New section:

Customising templates

  • New work items
  • Adding variables to work items 
  • Adding new pages
  • Editing document masters and adding new documents
  • Formatting

You may download a PDF version for free (see bottom of page).  



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