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Transaction and entry details

Article author
Chrissy Bridges
  • Updated

Overview

The transaction and entry details display which control points contributed to each risk score for the transaction or entry, allowing for deeper investigation of the data. From here you can add the entry to your audit plan or mark it as normal.

Navigation

From a transaction

From the data table, click on a transaction to navigate to the details.

The transaction will be highlighted in the details table. The transaction’s entries will also display on the details table for reference.

The MindBridge score will be expanded below, showing all control points associated with the risk score.

transaction-drilldown.gif

 

From an entry

From the data table, click on an entry to navigate to the details.

The entry will be highlighted in the details table. The transaction and other entries will also display on the details table for reference.

The available risk scores for that entry are displayed below the details table. By default, the risk scores are collapsed so you can compare the scores. Click on the risk score name to see the control points included in the score.

entries-drilldown.gif

 

Navigating within the details page

Clicking on a transaction or entry within the details page will update the associated risk scores below the table. This will allow you to get a holistic view of risk for the transaction and its entries.

transaction-entry-details.gif

 

Viewing a risk score

When a transaction is selected, the only available risk score is the MindBridge score, so it is expanded by default.

When an entry is selected, the associated risk scores are collapsed by default so you can compare the scores. Click on the risk score name to see the control points included in the score.

risk-score-collapse.gif

To get more detail on a control point click the information icon in the upper-right corner of the control point tile within the transaction's MindBridge Score. A pop-up window will appear that displays additional context about why a control point did or did not trigger.

control-point-details.gif

 

Adding a transaction to the audit plan

To add a transaction to the audit plan, click the Task icon on the right-hand side of the details table.

A pop-up window will appear where you can add the following details

  • Audit Area (required)

  • Sample name

  • Assertions

  • Description

  • Assignee

Once satisfied, click Create task.

The transaction has now been added to the General Ledger tab of the Audit Plan.

Marking a transaction as normal

To mark a transaction as normal, click the Checkmark icon on the right-hand side of the details table.

A pop-up window will appear where you can add the following details

  • Audit Area (required)

  • Sample name

  • Assertions

  • Description

Once satisfied, click Mark as Normal.

 

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