How do I annotate my client's accounts (Analysis screen)?

To annotate the accounts

In the analysis screen, click on the + item beside the account in the leadsheet.

Purpose: The purpose annotation is used on audit work papers to denote auditing actions taken. These tick marks are useful from the audit manager’s perspective, to see which activities have been completed. The Variance tick mark will provide additional options to select either CY Prelim - PY Final or CY Final - PY Final.

Link: The Link annotation is used to cross reference to any workpaper in the Agile Audit engagement. When you first open the annotation box, the feature will make some suggestions on documents you may wish to amend.

Note: The Note component can be used to further explain the account.