Armanino

Learn how to edit request types after import, including Population, Sample, and Evidence requests. Understand validation rules, linking requirements, editing limitations, and how request type changes affect engagement functionality.

How to Edit Request Types

A Guide on how to use the Setup tab in Audit Ally—how engagement teams create and manage categories, subcategories, and requests, with all updates syncing to the client-facing request list.

Using the Setup Tab in Audit Ally (Financial Statement & EBP Engagements)

Learn how to use support that was collected by the engagement team in the agent analysis and documentation for workpapers

How To: Include Auditor Provide Support in Agent Analysis (SOC Engagements)

Learn how to provide templates, files, and general support to clients via the Request List

How To: Provide Auditor-Provided Support to Clients

Learn how to Bulk Edit Auditor Assignment, Client Owner, Due Date, Priority Level, Lock Status and Bulk Delete Requests

How to: Complete Bulk Actions on Requests

Learn how to use the Sort & Filter options on a Request List as well as save your frequently used sort & filter combinations

How to: Sort and Filter a Request List and Save Presets

Joanna Pritchard

Help Center articles to assist in all things related to request management

Request Management

Find answers and get help from Intercom Support and Community Experts

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