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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.


Navigate to the Data Table

First, 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.

ar-entry-details-nav.gif


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.

ar-entry-details-expand.gif

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.

ar-entry-details-more-info.gif


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


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