Creating a workbook

1. Open Workbooks for the engagement and click Add Workbook.
2. Choose the workbook subtype (e.g. Revenue, Fixed Assets, EBP Contribution) — the list of subtypes depends on the audit type.
3. Upload the client’s data file for that test.

Assure Audit creates the workbook and takes you into it to start matching evidence.

Next

• Monetary Unit Sampling — an optional step for Revenue workbooks.
• Testing and matching evidence — reviewing the workbook you just created.