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

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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.

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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.

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

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

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

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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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