1. Creating and using an Xtend file
Xtend Firm Settings Guide
This guide walks through how to customise Xtend to suit your firm using Firm Settings.
Getting Started - Xtend
Before following the below steps, please ensure that all relevant staff have the Xtend ANZ app enabled within their cloud account. See Enabling Xtend for staff to learn how to. Step 1: Create an Xtend engagement. This can be done in two different ...
Xtend Firm Settings: How to customise query documents
This FAQ is directed to those tasked with customising firm templates within Xtend ANZ. Adding new groups: A Group is created as a means to categorise queries into relevant areas. To create a new Group, navigate to the top of the Navigation Panel on ...
Xtend Query Notifications
Xtend is a popular Cloud-based app that is used by auditors to collaborate with their clients. The queries feature within Xtend is a powerful tool that facilitates this collaboration. To help you get the most out of collaborating with your clients, ...
How do I request sensitive information from a client using Xtend?
It is important to note that an Xtend engagement is not limited to just one queries document. The standard queries document provided, known as the Request for Information (RFI) document, is simply a basis for you to work with. At any point, ...