Prepare Financial Statement Packs and Review Notes

Prepare a period-specific financial statement pack in Accounts using saved ledger records and supporting review material.

Select the reporting period and currency

Choose the report pack inputs and confirm the ledger has been reviewed through the reporting date.

Compare the statements with source records and document the period policies and review evidence that help explain significant balances.

Export the completed pack and keep it alongside the source reports and any outstanding items for the reviewer.