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- Define components
- Edit table rows in the financial statements
- Customize the financial statements layout
- Customize the financial statements content
- Customize font sizes and spacing in the financial statements
- Change the display option for table rows
- Complete the Fieldwork Optimiser
- Perform fieldwork
- https://portal.cpa.com/aa/onpoint-pcr
- Add text in a letter or memo
- Add areas
- Financial Statements
- Authoring index.
- Manage the firm template
- Request more information from the client
- Plan the engagement
- Subledger details
- Process details
- Group audit overview
- Group Audit
- Additional details
- Understand the general ledger dataset
- Linked group structures
- Parent group
- Review and customize signoff schemes
- Set up signoff schemes
- Get started with Cloud Connector
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