Fieldguide

Financial audit: Getting started

Trial balances, statements, and other features

Financial Audit

Create a firm chart of accounts

Set up a chart of accounts and other templates

Frameworks & Templates

Import data into a trial balance for a financial audit

Set up a trial balance sheet

Add adjustments to a trial balance

Change framework mappings for financial audit accounts

Update account mappings in a trial balance

Add the Accounts columns to a financial audit sheet

Add financial accounts to another sheet

Update a trial balance with a new version

Replace a trial balance

Add a trial balance for another period

Export adjustments from a trial balance to Excel

Export adjustments

Calculate totals on your financial audit sheet

Display column aggregates on a trial balance

Use the financial audit Excel add-in to copy trial balance values

Export trial balance data to Excel

Working with trial balances, lead sheets, and other sheets

Trial Balances & Other Sheets

Create statements for financial audit engagements

Financial statements overview

Add a statement to a financial audit engagement

Create a financial statement

Set up a statement with sections and line items

Configure a financial statement

Manage standard templates for financial statements

Financial statement templates

Add statements to financial audit reports

Add a financial statement to a report

Financial Statements

Excel add-in for financial audit

Reference live financial audit data with the Excel add-in and formula builder

Excel functions for financial audit

Use the Excel add-in insert tickmark annotations

Excel tickmarks for financial audit

Excel Add-In

Fieldguide Status

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Fieldguide Changelog

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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