Request Templates

Pre-built templates provide a starting point for common audit procedures and can be customized for your specific needs.

Available Template Categories

Revenue & Sales

Sales testing, cut-off, returns

Cash & Equivalents

Bank confirmations, reconciliations

Accounts Receivable

A/R aging, confirmations, collectibility

Fixed Assets

Additions, depreciation, impairment

Inventory

Counts, valuation, obsolescence

Liabilities

A/P, accruals, provisions

Using Templates

Browse Template Library

Select “Browse Templates” to access the organized template collection.

Filter by Category

Use category filters to find templates relevant to your audit area.

Preview Template

Review the template details, including included requests and standard procedures.

Customize Template

Modify the template to fit your specific engagement requirements:

Add or remove requests
Update descriptions and instructions
Adjust priorities and assignments

Apply Template

Create all requests from the customized template in your target engagement.

Template Features

Template Updates: Templates are regularly updated with best practices and regulatory changes. Check for new versions periodically.

Standard Templates Include:

Comprehensive Procedures: Step-by-step instructions for common audit areas
Regulatory Compliance: Templates aligned with current auditing standards
Risk-Based Approach: Procedures prioritized by typical risk levels
Time Estimates: Expected completion times for planning purposes
Reference Materials: Links to relevant standards and guidance

Customization Options:

Modify request titles and descriptions
Adjust priority levels based on client risk
Add client-specific procedures
Include additional documentation requirements
Set custom due dates and assignments

Creating Your Own Templates

Save frequently used request configurations as personal or team templates:

Template Sharing: Team templates are shared with all engagement team members, while personal templates are only available to you.

Template Creation:

Create a request with the desired configuration
Use the “Save as Template” option
Provide a template name and description
Choose sharing permissions (personal or team)

Best Practices

Start with Standards: Use existing templates as a foundation and customize for your specific needs
Regular Updates: Keep your templates current with changing regulations and best practices
Clear Naming: Use descriptive names for custom templates so they’re easy to find later
Team Collaboration: Share useful templates with your team to promote consistency
Version Control: Update template descriptions when making significant changes

Efficiency Boost: Templates can reduce request setup time by 70% compared to creating from scratch, while ensuring consistency across engagements.