CHAuditField
Demo mode
Active role: Admin
Admin

Settings

Agency-wide defaults. Changes are audited.

Billing + invoicing
Defaults applied to new engagements and invoices.

Currently set to monthly.

Invoices at or above this amount require agency owner approval before sending.

Cadence + reviews
Cadence rules drive notifications and dashboard flags.

Submitted workpapers flag as overdue if the client hasn't decided within this window.

Engagements without a sign-off packet in this window are flagged on the dashboard.