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How to access common tool

Common tool feature allows the user to add review notes, attachments, cross-reference, Tickmark, findings, risk, analytics on every screen of the application indicated by a “+” symbol

Key Functions

  • List of available Common Tools
  • How to access Common Tools
  • How to use Common Tools

Video Guide

List of available common tools

Following common tools options are available:

  • Review notes - Add a note for someone in the firm to review information.
  • Attachments - Attach a document to information in the engagement to substantiate the evidence.
  • Cross-reference - Create a point of reference from one part of the engagement to another.
  • Tickmark - A mark that refers to a piece of information/
  • Analytics - Create data points and graphs from the trial balance that can substantiate information.

How to access Common Tools

  1. When in an engagement document you will see a '+' symbol.
  2. These can appear in different locations of the engagement, they can also appear in the 'Trial Balance'.

How to use Common Tools

  1. Click the '+' symbol where you want to use the Common Tool Feature
  2. From the 'Dropdown' list, click the 'Common Tool' you want to use.
  3. A panel to the right will open, here you can add your Common Tool information.
  4. A logo will appear next to the Common Tool according to which one has been placed.