Take the tour

A 60-second walkthrough of AuditField

You are the Audit Manager on the Westbrook Distribution annual GAAP audit (ENG-2031). PBC requests are mostly in, fieldwork is wrapping up, and the partner needs the sign-off packet next week. Walk through what happens from a missing PBC to a partner-signed final packet.

Click any step to start the tour from there. A green banner stays at the top of every page so you always know what to look at and how to advance.

1
Viewing asClient contact·/pbc
Client portal: the Westbrook controller sees a list of outstanding PBC requests. PBC-1050 (March bank rec) is overdue 5 days — they upload the file here.
See it as the client
2
Viewing asAudit manager·/engagements
Manager view: engagement portfolio with PBC aging, workpaper progress, and partner-readiness scores. ENG-2031 readiness ticks up when PBC-1050 lands.
Open the engagement portfolio
3
Viewing asStaff auditor·/workpapers
Staff queue: workpapers assigned to you. WP-2031 is blocked from completion because 2 review notes are open — resolve them, then re-submit for review.
Open the workpaper queue
4
Viewing asReviewer·/workpapers
Reviewer queue: workpapers submitted for review. Add review notes, request additional samples, or accept and clear for the next stage.
Review workpapers
5
Viewing asQuality reviewer·/exceptions
Independent QR pass: review exception findings, materiality calls, and engagement quality memo before the partner signs off.
Open exception findings
6
Viewing asEngagement partner·/output/signoff-packet/eng-2031
Partner sign-off: the final ENG-2031 packet — engagement summary, workpaper bundle, exception findings, sign-off section — ready for the audit committee.
Open the final sign-off packet
7
Viewing asAuditor (admin)·/audit
Every PBC update, sample selection, workpaper submission, review note, exception disposition, and sign-off landed in the audit trail.
See the audit trail

What you will learn

You just walked a full engagement: PBC → fieldwork → workpaper review → independent QR → partner sign-off → final packet → audit trail. Every other route in AuditField hangs off this spine.

Tip: every state change in this app emits an audit event — open /audit to see the trail.