Fieldwork & workbooks
A workbook is one substantive test — Revenue, Fixed Assets, Accounts Receivable, and dozens of other subtypes depending on the audit type. Fieldwork is where you build, test, and export them.
What this section covers
| Page | What it answers |
|---|---|
| Creating a workbook | ”How do I add a workbook and get the client’s data in?” |
| Monetary Unit Sampling | ”How do I select a statistical sample of transactions to test?” |
| Testing and matching evidence | ”What do the match statuses mean, and how do I confirm or correct one?” |
| Aging report matching | ”How does testing work for AP Aging, SURL, and SURA workbooks?” |
| Workpaper summary and export | ”How do I write up my conclusion and export the finished workbook?” |
Next
- Support documents — the evidence library workbooks pull from.
- Document requests — collecting evidence you don’t have yet.
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