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Entry details: Accounts receivable

Article author
Chrissy Bridges
  • Updated

Summary

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

Learn about entry details for account receivable analysis.


Go to the Data table tab

  1. Select the icon 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. Select View in line with the desired engagement, or click anywhere in the engagement row.
    You will go to the Data page.
  4. Select View Analysis in line with the desired analysis.
    You will go to the Analyze page.
  5. Select the Data table tab.

Tip: If you are already in an analysis, simply use the sidebar to open the Analyze menu, then select the name of the analysis you want to see and go to the Data table tab.


View entry details

Note: If an outstanding entry is unscored then the entry details will not display any control points.

Select an entry in the data table to drill-down to the details.

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View a risk score

By default, the risk scores are collapsed so you can compare the scores.

Select a risk score name to see the control points included in the score. Be default, triggered control points are shown first.

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For more detail on a control point, selecy the information icon in the corner of the control point tile.

A pop-up window appears with additional context about why a control point did or did not trigger.

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Add an entry to the audit plan

  1. Select 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

  2. When you are satisfied, Create task.
    The entry is added to the Accounts Receivable tab of the Audit Plan.

ar-entry-details-task.gif


Mark an entry as normal

  1. Use the checkmark icon in line with the entry on the details table.
    A pop-up window will appear where you can add the following details:
    • Audit Area (required)
    • Sample name
    • Assertions
    • Description
  2. When you are satisfied, Mark as Normal.

ar-entry-details-mark-normal.gif


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.


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