Support FAQ
- Importing Trial Balance Date from CCH iFirm
- How do I edit or delete a journal entry?
- How do I add hyperlinks to access external documents (updated)?
- Q. How do I add extra lines in table fields?
- Q. I have a group of clients which have very similar controls. Can I copy the work I have done under controls (B section) from one job into the others then just amend for any small changes?
- Q. How do I change the name or balance date on an existing job?
- Q. Why are unadjusted errors not showing on my error report?
- Q. How do I refresh the date on a document?
- How do I change the name of my firm on letters and reports generated?
- How do I mark sections for staff to complete?
- How do I share pages with third parties (e.g. Internal Control Checklists)?
- How do I add Trial Balance data?
- Can I roll back to an earlier point in a job?
- How should I import data in the second year?
- How do I edit attachments?
- How do I create a journal entry for a new account?
- How do I create cross-references?
- How do I add new staff members?
- How do I change my password or get a new one?
- How do I add my firm logo and letterhead?
- How do I switch a Table or Document into landscape?
- How can I edit jobs to a different job type and/or delete unused jobs?
- How do I adjust margins in document created within Audit Assistant?
- How do I get the side-bar to hide/unhide?
- What is the best way to share a file for an external review?
- How do I get to the lead schedules for specific testing?
- How do I roll over a client?
- How do I change the balance date on a job that has been rolled over?
- We have changed our firm name - how do we update details in Audit Assistant?