Accountant Knowledge - Audit Reports
Integrate Knowledge with Accounting to create and manage professional audit reports
The Accountant Knowledge module integrates the Knowledge system with Accounting to create audit reports from templates, manage report status and export professional PDFs.
The system allows embedding accounting reports into Knowledge articles, sharing and collaborating on reports with the team, tracking audit periods and assigning responsible persons for each report.
Key Features
Key points
• Template-based Reports: Create reports from existing templates
• Status Management: Manage Draft/Done status
• PDF Export: Export audit reports to professional PDF
• Knowledge Integration: Embed accounting reports into Knowledge
• Collaboration: Share and collaborate on reports
• Period Tracking: Track audit period (Start/End Date)
• Responsibility Assignment: Assign responsible persons to reports
• Rich Editor: Edit content with Knowledge editor
Audit Report Creation Process
Steps
1. Go to Accounting → Reporting → Audit Reports
2. Click Create to create new report
3. Fill in information: Title, Start Date, End Date, Company
4. Select Responsibles and Template
5. Click Save → Report created with content from template
6. Click Edit Audit Report to edit in Knowledge editor
7. Add/remove sections, embed accounting reports, edit content
8. Click Set to Done when complete and Generate PDF if needed
Report Information
Report Fields
| Field | Description | Required |
|---|---|---|
| Title | Audit report name | Yes |
| Start Date | Audit period start date | Yes |
| End Date | Audit period end date | Yes |
| Company | Company being audited | Yes |
| Responsibles | Report responsible persons | No |
| Template | Report template | No |
PDF Export and Sharing
Key points
• Generate PDF: Export report to professional PDF file
• Knowledge Articles: Reports stored as Knowledge articles
• Share & Collaborate: Share like regular Knowledge articles
• Access Control: Control report access permissions
• Template Customization: Customize templates as needed
• Version History: Track report change history
Automatic Installation
The module automatically installs when all three modules are present: accountant, knowledge and sign. No additional configuration needed.
Installation Requirements
| Required Module | Description |
|---|---|
| accountant | Advanced accounting |
| knowledge | Knowledge management |
| sign | Electronic signature |
Knowledge Integration
Key points
• Rich Text Editor: Use full-featured Knowledge editor
• Embed Reports: Embed accounting reports directly into articles
• Attachments: Attach related files and documents
• Comments: Discuss and comment on reports
• Tags & Categories: Categorize reports by tags
• Search: Search reports within Knowledge
Best Practices
Key points
• Use standard templates to ensure consistency
• Assign clear responsible persons for each report
• Update report status timely (Draft/Done)
• Store PDF reports for long-term reference
• Share reports with team for effective collaboration
• Customize templates according to company requirements
• Backup important reports periodically
• Review carefully before Set to Done