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- Release History
- https://portal.cpa.com/aa/onpoint-ebp
- Define signoff roles
- Get started - firm authors
- Set up signoff schemes
- Customize analytic tests
- Manage the firm template
- Edit table columns in the financial statements
- Add dimensions
- Add a financial statement area
- Change the display option for table rows
- Dynamic account reassignment in the Data page
- Understand the trial balance dataset
- Sign off on the trial balance and adjustments
- Assess General Ledger Completeness
- Post adjustments to the trial balance
- Carry forward materiality
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