AI Audit

How to sync your accounting files and work through the risk alerts

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22 articles in this collection
Written by Carrie Riessen

How To: Complete an XBert

For updating the status of the XBert when you've finished working on it.
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Written by Carrie Riessen
Updated over a week ago

How To: Move an XBert to another Process.

For moving an XBert on the Work board to another Process.
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Written by Carrie Riessen
Updated over a week ago

MYOB Administrator Password issues

MYOB Administrator Password help, support and instructions
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Written by Carrie Riessen
Updated over a week ago

How To: Snooze An XBert

For temporarily removing an XBert off your Work board
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Written by Carrie Riessen
Updated over a week ago

How To: Use the Date Range Selector

To see all your work items within a specific date range.
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Written by Carrie Riessen
Updated over a week ago

How To: Edit the Due Date of an XBert

For changing the Due Date of an XBert
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Written by Carrie Riessen
Updated over a week ago

How To: Update the status of an XBert

For easy visibility of where your XBert is up to.
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Written by Carrie Riessen
Updated over a week ago

How To: Resolve an XBert

For exploring and resolving the issue that have been found
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Written by Carrie Riessen
Updated over a week ago

Overview: XBerts

To help you understand and resolve XBert alerts.
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Written by Carrie Riessen
Updated over a week ago

The Client Column

For visibility across the Tasks and XBerts of an individual client
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Written by Carrie Riessen
Updated over a week ago

Processes Menu

For easily working through tasks one process at a time, it can also be used along with the Date Range andthe Client Column.
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Written by Carrie Riessen
Updated over a week ago

MYOB Client Files Locked

Some MYOB Files may be locked when uploaded
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Written by Carrie Riessen
Updated over a week ago

How To: See what XBerts are due This Month

So your team can focus on new and existing XBerts each month.
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Written by Carrie Riessen
Updated over a week ago

How To: Search the Work list

To order your Work Items by client name or item name.
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Written by Carrie Riessen
Updated over a week ago

How To: Sort the Work list

To order your Work Items by priority, client name, step number, or group.
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Written by Carrie Riessen
Updated over a week ago

Working in List View

To see a summary of all your items and select which you want to see more details on.
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Written by Carrie Riessen
Updated over a week ago

How To: View only Tasks Or XBerts

Easily view only Tasks or XBerts on your Work board.
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Written by Carrie Riessen
Updated over a week ago

Overview: Work Board

See all the Alerts and Task Activities, for all Team Members, Processes and Clients in the one place.
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Written by Carrie Riessen
Updated over a week ago

About: XBerts:

Which XBerts are including in your accounting software in your country.
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Written by Carrie Riessen
Updated over a week ago

How To: Add a Non-connected Software Client

To include in your Tasks and Workflow
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Written by Carrie Riessen
Updated over a week ago

How To: Add QuickBooks Files

For adding QuickBooks files to Audit and Workflow
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Written by Carrie Riessen
Updated over a week ago