Planning
Before fieldwork starts on an engagement, open Planning to set up how the audit will be scoped.
Planning is fully built for Financial Audit today, with Materiality as its only plan type so far. The equivalent screens for EBP, Fund, NFP, and Government audits are still in progress.
Next
- Determination of Materiality — the plan type Assure Audit builds for you today.
- Fieldwork & workbooks — where the materiality thresholds you set in Planning get used during testing.
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