Log in to your XcelAudit account and navigate to the settings section of the dashboard.
Refer to video1
Log in to your XcelAudit account and navigate to the settings section of the dashboard.
Refer to video1
Fill in the required details for the new client, such as their company name, contact information, and any other relevant details.
XcelAudit Templates are designed to cover the latest guidelines to ensure consistency & accuracy in financial reporting
Steps can be assigned to users. Actions include adding evidence, signing off, creating queries, and adding remarks
Multiple steps can be assigned to multiple users, with access limited to assigned users, EP, CP, and QCP.
Form Based, Free Formatted attachments, Checklist based, Free text based and Templatized Upload step
Remarks and evidence type can be added by selecting Add Remarks from the actions menu, followed by signing off the step
The information filled by the preparer can be reviewed through the actions menu, followed by signing off the step.
Download Excel template, fill data, and upload with client and project details. Documents are stored in the archived folder.
Select Create Query from the actions menu, fill in the mandatory details, users can respond and close it with the appropriate closure reasons.
Audit steps can be reviewed to determine applicability and any non-applicable steps can be marked, the status can be reversed again.
A step exceeding the target closure date can be signed off by adding remarks, evidence and a rationale through the actions menu
Step status indicates availability, red for online and green for offline. When a user is working on a step, it is marked as online
A group chat can be created in the Chats section by adding the necessary users to the conversation.
Pending worklist steps assigned to the user can be accessed by selecting View Worklist in the Projects section.