Questions? We have answers.

Navigate to the Audit Plan

  • Updated

Summary

Learn how to find the Audit Plan page in MindBridge.


Configuration details

You must have successfully run an analysis to access the Audit Plan page.
 


Go to the Audit Plan

  1. Select the logo in the MindBridge sidebar.
    You will go to the Organizations page.
  2. Select View in line with the desired organization, or click anywhere in the organization row.
    You will go to the Engagements page.

  3. On the Engagements page, select View in line with the desired engagement, or click anywhere in the engagement row.
    You will go to the engagement's Data page.

  4. Select the Audit Plan icon ( Audit Plan icon.svg ) in the MindBridge sidebar.
    You will go to the Audit Plan page.
  5. *Select General Ledger, Accounts Payable, or Accounts Receivable at the top of the page to view tasks for each respective analysis type.
Note: These tabs will only become available after you add a task to the Audit Plan.

Anything else on your mind?

Head over to the community with your thoughts and inquiries! You can also chat with us, or, submit a request for further assistance.

Was this article helpful?