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- Description of staff roles
- Review work programs and checklists using Review Tools
- Document the audit response to assessed risks
- Contacts
- Add identified risks
- Create and set up an engagement file
- Start the engagement
- Troubleshooting
- Transaction details described
- English (US)
- English (US)
- Home
- Staff
- English (US)
- https://portal.cpa.com/aa/das
- English (International)
- Change the display option for table rows
- Perform fieldwork
- Fieldwork
- English (US)
- Exclude rows from a custom group total
- Rename content areas in financial statements
- Settings
- Maintenance
- Entities
- Dashboards and Tracking
- Activities
- Post adjustments to the trial balance
- Customize font sizes and spacing in the financial statements
- annotation.
- Customize fonts and headings
- Customize text in the financial statements
- Manage sync copies
- Set up trial balance with dimensions
- trial balance that contains dimensions
- Set staff access levels.
- Import the client's data from a CSV or Excel file
- Complete the OnPoint Audit dialog
- Transition guide—OnPoint Audit 2025 template
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