Clients
Open Clients from the sidebar to see every client your firm does audit work for — name, contact, and finance/fiscal year cycle.
The client list shows Add Client, and pencil (edit) and trash (delete) icons on each row — but clients aren’t managed here. Adding or deleting a client from this screen won’t work; it’s handled in Assure Pro. Editing a client only saves the finance/fiscal year cycle field — every other field in the edit form is ignored.
Where clients actually come from
Clients are added, edited, and removed in Assure Pro. They sync into Assure Audit automatically, so the same client record covers every AssureOne product your firm uses.
Setting the finance/fiscal year cycle
Use the workspace switcher in the header to open finance cycle settings for the selected client — this is the one client detail Assure Audit lets you change directly, and it controls how engagement periods line up for that client.
Next
- Engagements — the audit services active for a selected client.