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Summary

The Samples tab in the Audit Plan provides a centralized view of all sampling activity within an engagement. This feature enhances traceability, simplifies review workflows, and supports audit documentation by presenting all relevant sample metadata in one place.

Auditors can easily navigate from this consolidated view to the Sample Details page for any individual sample. This enables reviewers to verify the sampling method, understand the context of selected items, and confirm that documentation meets audit requirements. This feature is particularly useful for audit managers and reviewers responsible for oversight and sign-off.

Samples tab overview

The Samples tab lists all samples created within the engagement, allowing users to quickly review and manage sample activity.

Each row represents a sample and includes high-level details such as:

• Sample method
• Sample size
• Audit areas
• Assertions
• Date created
• Created by
• Date of last export

Sample Details page

Clicking on the more actions menu and Sample Details on any sample in the Samples tab will take you to the Sample Details page.

This page displays:

• Sample name
• Audit areas and assertions
• Sample method and basis (e.g., Entry or Transaction)
• Creator and date added
• Analysis name
• Sample parameters, including:
  • Sample size
  • Population value and method
  • Tolerable and expected misstatement
  • Risk of incorrect acceptance

Below the summary, you’ll see a detailed table of selected entries. For each entry, the table displays:

• Account ID
• MindBridge score
• Debit and credit values
• Effective date
• Account name