Hannah Poe

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Activity overview

Latest activity by Hannah Poe
  • Hannah Poe created an article,

    Trial Balance Only Proof of Cash

    OverviewOnly have a trial balance? Audit Sight still provides a workflow to support your team.This article explains how the Trial-Balance-Only (TB-only) Cash Proof works and what to expect from the...

  • Hannah Poe created an article,

    Understanding Validation and Completeness Results

    Before running a cash proof workpaper in Audit Sight, users should review the Validation and Completeness results to ensure the underlying accounting and banking data is accurate and properly mappe...

  • Hannah Poe created an article,

    ⁉️ Additional Data Book FAQs

    Additional FAQs Does the solution generate a unique, sharable URL for data connections? Not yet - but we are currently building functionality for this.   Is there a way to group various Income sta...

  • Hannah Poe created an article,

    ⁉️ Data Book FAQs

    General FAQs Do you have the capability to provide white label (branding) with your data book links & functionalities in our firm-specific software for tracking & processing deals (i.e., integratio...

  • Hannah Poe created an article,

    🚀 Running a Databook in Audit Sight

    🎥 Video Walkthrough For a step-by-step guide, watch this video walkthrough of running a databook in Audit Sight:  🔍  Databook 101 🔗 For Connected Accounting Systems When syncing data from a co...