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  3. Sampling

View Samples in the Audit Plan

  • Updated

Summary

The Samples tab in the Audit Plan provides a centralized view of all sampling activity within an engagement. This feature enhances traceability, simplifies review workflows, and supports audit documentation by presenting all relevant sample metadata in one place.

Auditors can easily navigate from this consolidated view to the Sample Details page for any individual sample. This enables reviewers to verify the sampling method, understand the context of selected items, and confirm that documentation meets audit requirements. This feature is particularly useful for audit managers and reviewers responsible for oversight and sign-off.

Samples tab overview

The Samples tab lists all samples created within the engagement, allowing users to quickly review and manage sample activity.

Each row represents a sample and includes high-level details such as:

  • Sample method
  • Sample size
  • Audit areas
  • Assertions
  • Date created
  • Created by
  • Date of last export

MindBridge Audit plan view showing a list of audit samples under the General Ledger section. The table includes columns for Sample Name, Sample Method, Size, Audit Areas, Assertions, Last Exported, Date Created, and Created By. The selected tab is Samples, and all entries were created by John Smith, with sampling methods like Random, Manual, Risk Stratified, and Monetary Unit Sampling.

 

Sample Details page

Clicking on the more actions menu( More actions menu ) and Sample Details on any sample in the Samples tab will take you to the Sample Details page.

This page displays:

  • Sample name
  • Audit areas and assertions
  • Sample method and basis (e.g., Entry or Transaction)
  • Creator and date added
  • Analysis name
  • Sample parameters, including:
    • Sample size
    • Population value and method
    • Tolerable and expected misstatement
    • Risk of incorrect acceptance

Below the summary, you’ll see a detailed table of selected entries. For each entry, the table displays:

  • Account ID
  • MindBridge score
  • Debit and credit values
  • Effective date
  • Account name

MindBridge Audit plan screen displaying details for a sample named Demo. It includes audit area (Expense), assertion (Completeness), and sampling method (Monetary Unit Sampling). On the right, sample parameters show a population value of 16.7 billion, sample size of 499, and zero misstatement tolerance. The entries table lists sampled items with Account ID, MindBridge risk score (e.g., High 52.4%), Debit and Credit amounts, Effective dates, and Account name labeled as Bank Account.

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