Audit Program 4.0 - User Manual
2. Getting Started
Overview of the User Interface:
File Access Requirements:
After logging in to AP4.0, you will be directed to the AP4.0 Wizard (the Home Screen). This is the central screen where you can navigate the program’s core functionalities. The AP4.0 Wizard contains three buttons and one dropdown menu, each designed to guide you through the audit process efficiently.
Check Credit Balance:
By clicking the “Check Credit Balance” button, a popup window will appear displaying your account information stored on the back end. This includes details such as Credits Purchased, Credits Used, Credits Available, and the Expiry Date of Credits. After reviewing this information, you can simply close the popup window to return to the AP4.0 Wizard Home Screen.
Multi-Engagement Management:
The “Multi-Engagement Management” button generates an Excel file that serves as a To-Do List to help manage the status of all ongoing audit engagements for your CPA practice. This file provides details on the progress of each client in the system and recommends the next steps for each engagement. For example:
– Client A: Generate APM next.
– Client B: Generate COA Form and Ledger Templates next.
– Client C: Generate Audit Working Papers next.
– Client D: Generate Analytical Reviews next.
The Excel file is dynamically updated based on the status of each client each time it is generated, ensuring you stay on track with your engagements. Once you’ve reviewed the file, close it to return to the AP4.0 Wizard Home Screen.