Learn how to edit a task in the audit plan.
Go to the Audit Plan
- When you are within an engagement, select the menu icon to open the MindBridge sidebar from any page.
- Select Audit Plan. You will go to the Audit Plan page.
- Select the analysis type* you want to see:
- General Ledger
- Accounts Payable
- Accounts Receivable
Tasks for each respective analysis type will appear below.
*Note: You will only see analysis types for which you have created tasks.
Edit a task
Beneath the graph, select View Details in line with the task you want to edit.
You will go to the Task Details page.
- Open the Actions menu.
- Select Edit.
A pop-up window appears.
- Make any necessary edits to the information provided when the task was created.
- Save your changes to go back to the Task Details page.
Anything else on your mind?