👤 Account Setup

Profile Settings

Your profile contains your personal information and preferences. To update your profile:

1. Click on your avatar in the top-right corner
2. Select "Profile Settings"
3. Update your name, email, or password
4. Click "Save Changes"

Firm Settings

As an account owner, you can configure firm-wide settings:

• Firm Name & Logo: Displayed on all outgoing emails and reports
• Default Currency: Set your local currency for any financial displays
• Email Signature: Customize the signature in all confirmation emails
• Notification Preferences: Choose which email notifications you receive

Email Verification

To verify your email:

1. Check your inbox for a verification email from Audilynx
2. Click the verification link
3. You'll be redirected to a confirmation page
4. Your account is now active!

Didn't receive the email? Check your spam folder or request a new verification link.

Password Management

For security, we recommend:

• Using a strong password (minimum 6 characters)
• Changing your password every 90 days
• Never sharing your password with others
• Using the "Forgot Password" feature if you get locked out

👥 Managing Clients

Adding Clients

There are two ways to add clients to Audilynx:

Method 1: Manual Entry

1. Go to "Clients" from the main menu
2. Click "Add New Client"
3. Fill in client details:
   • Client Name: Legal name of the client
   • Contact Person: Name of the primary contact
   • Email Address: Where confirmations will be sent
   • Phone Number: Optional contact number
   • Address: Physical address
4. Click "Save Client"

Method 2: Bulk Import (CSV)

1. Go to "Clients" → "Import Clients"
2. Download the CSV template
3. Fill in your client data
4. Upload the CSV file
5. Review and confirm the import

Required CSV columns:

client_name,contact_person,email,phone,address
ABC Corp,John Smith,john@abccorp.com,+1234567890,123 Business St
XYZ Ltd,Jane Doe,jane@xyzltd.com,+1987654321,456 Commerce Ave

Managing Client Records

Once clients are added, you can:

• Edit: Update client information
• Delete: Remove clients (cannot be undone)
• Archive: Hide inactive clients from main view
• Export: Download client list as CSV or Excel

Client Groups

Organize clients into groups for better management:

1. Go to "Clients" → "Manage Groups"
2. Create groups (e.g., "Banking", "Manufacturing", "Non-Profit")
3. Assign clients to groups
4. Filter by group when sending confirmations

📋 Audit Engagements

What is an Engagement?

An engagement represents a specific audit assignment for a client. Each engagement includes:

• Client information
• Year-end date
• Engagement letter
• Confirmation requirements
• Team members assigned

Creating an Engagement

1. Go to "Engagements" from the main menu
2. Click "New Engagement"
3. Select a client from your client list
4. Enter engagement details:
   • Engagement Name: E.g., "ABC Corp - FY2024 Audit"
   • Year End Date: Client's fiscal year end
   • Engagement Letter: Upload or link to engagement letter
   • Confirmation Types: Select which confirmations are needed
5. Assign team members (if any)
6. Click "Create Engagement"

Engagement Status

Each engagement goes through these stages:

Status	Description	Actions Available
Draft	Engagement is being set up	Edit, Delete, Submit
Active	Confirmations are being sent	Send Confirmations, Track Responses
Review	All responses received, under review	Review Responses, Generate Report
Completed	Audit work finished	Archive, Export Report
Archived	Closed engagement	Restore, Delete

Managing Confirmations per Engagement

For each engagement, you can:

• Add Confirmations: Create individual confirmation requests
• Bulk Send: Send multiple confirmations at once
• Track Status: See which confirmations are pending, sent, or responded
• Send Reminders: Automatic or manual reminders for pending confirmations

📧 Confirmation Requests

Sending a Confirmation

1. Navigate to an engagement
2. Click "Send Confirmation"
3. Select a confirmation type:
   • Bank Confirmation: Verify bank balances and accounts
   • Accounts Receivable: Confirm customer balances
   • Accounts Payable: Confirm vendor balances
   • Inventory: Verify inventory held by third parties
   • Legal: Confirm legal matters
4. Enter the balance or amount to confirm
5. Select or customize the email template
6. Review and send

Confirmation Lifecycle

Stage	Description
Pending	Request created but not yet sent
Sent	Email sent to recipient
Viewed	Recipient opened the confirmation link
Responded - Agree	Recipient confirmed the balance is correct
Responded - Disagree	Recipient reported a discrepancy
Expired	No response received by deadline
Follow-up Required	Need to follow up with the recipient

Tracking Responses

The dashboard shows real-time statistics:

• Response Rate: Percentage of confirmations responded
• Average Response Time: How long recipients take to respond
• Exceptions: Confirmations with discrepancies
• Pending Reminders: Confirmations needing follow-up

Managing Discrepancies

When a recipient disagrees with a balance:

1. Review the discrepancy reason provided
2. Contact the recipient for clarification if needed
3. Document the difference in the audit file
4. Update the engagement with resolution notes
5. Request additional confirmation if necessary

✉️ Email Templates

Template Overview

Email templates control the content and appearance of confirmation requests. You can create multiple templates for different purposes.

Creating a Template

1. Go to "Settings" → "Email Templates"
2. Click "New Template"
3. Enter template details:
   • Template Name: Internal name (e.g., "Bank Confirmation")
   • Subject Line: Email subject (supports variables)
   • Email Body: HTML or plain text content
   • Default Template: Set as default for this type
4. Use variables for personalization
5. Save the template

Available Variables

Use these variables in your templates for personalization:

Variable	Description
{client_name}	Name of the client/recipient
{firm_name}	Your audit firm name
{balance}	The balance being confirmed
{year_end}	Client's year-end date
{engagement_name}	Name of the engagement
{confirmation_link}	Secure link for recipient to respond
{support_email}	Support contact email
{current_date}	Current date

Template Example

<!DOCTYPE html>
<html>
<head>
    <meta charset="UTF-8">
</head>
<body>
    <h2>Audit Confirmation Request</h2>
    <p>Dear {client_name},</p>
    <p>Please confirm the following balance as at {year_end}:</p>
    <table border="1" cellpadding="10">
        
            <strong>Account Balance</strong>
            {balance}
        
    
    <p>Click the link below to confirm:</p>
    <p><a href="{confirmation_link}">Confirm Balance</a></p>
    <p>Thank you for your cooperation.</p>
    <p>Best regards,<br>{firm_name}</p>
</body>
</html>

👥 Team Management

Team Overview

Invite colleagues to collaborate on audit engagements. Each team member can have different roles and permissions.

User Roles

Role	Permissions
Owner	Full access - all settings, billing, user management
Admin	Manage engagements, clients, templates; cannot change billing
Manager	Create and manage engagements, send confirmations
Staff	View engagements, send confirmations (limited)
Viewer	Read-only access to engagements and reports

Inviting Team Members

1. Go to "Settings" → "Team Management"
2. Click "Invite Member"
3. Enter email address and select role
4. Add optional message
5. Send invitation

Invited members receive an email with a link to join your team. The invitation expires after 7 days.

Managing Team Members

As Owner or Admin, you can:

• Change Roles: Promote or demote team members
• Remove Members: Revoke access to the team
• Transfer Ownership: Assign ownership to another member
• View Activity: See what each member is working on

Team Activity Log

The activity log tracks all team actions:

• Login/logout times
• Client additions/edits
• Engagement creation
• Confirmation sends
• Template changes

📊 Reports & Analytics

Available Reports

Confirmation Summary Report

Overview of all confirmations across engagements:

• Total confirmations sent
• Response rate and breakdown
• Average response time
• Exceptions and discrepancies

Engagement Status Report

Track progress of each engagement:

• Engagement completion percentage
• Pending confirmations by engagement
• Team member workload
• Deadline compliance

Client Response Report

Analyze client response patterns:

• Response times by client type
• Discrepancy rates by industry
• Follow-up requirements
• Client communication history

Team Performance Report

Monitor team productivity:

• Confirmations sent per team member
• Response follow-ups
• Engagement completion rates
• Time spent on confirmations

Exporting Reports

All reports can be exported in multiple formats:

• PDF: For client files and documentation
• Excel: For further analysis
• CSV: For import into other systems
• Print: Direct printing

Scheduled Reports

Set up automatic report delivery:

1. Go to "Reports" → "Scheduled Reports"
2. Select report type
3. Choose frequency (daily, weekly, monthly)
4. Select recipients
5. Save schedule

❓ Frequently Asked Questions

General Questions

What is Audilynx?

Audilynx is a professional audit confirmation platform that helps audit firms manage and track confirmation requests electronically, replacing traditional paper-based confirmations.

Is Audilynx secure?

Yes. All data is encrypted at rest and in transit. We use AES-256 encryption for sensitive data, SSL/TLS for all communications, and maintain comprehensive audit logs.

Do I need to install anything?

No. Audilynx is a web-based platform accessible from any modern browser. No software installation required.

Account Questions

How do I reset my password?

Click "Forgot Password" on the login page, enter your email, and follow the link sent to your inbox. The link expires in 1 hour.

Why didn't I receive the verification email?

Check your spam folder first. If not there, you can request a new verification link. Make sure to add noreply@audilynx.com to your contacts.

Can I change my email address?

Yes. Go to Profile Settings, update your email, and verify the new address. Old email will no longer receive notifications.

Technical Questions

What browsers are supported?

Audilynx supports the latest versions of Chrome, Firefox, Safari, and Edge. Internet Explorer is not supported.

Is there a mobile app?

Currently, Audilynx is optimized for mobile browsers. A native mobile app is planned for future release.

How long is data retained?

Data is retained as long as your account is active. After account closure, data is deleted after 90 days unless required for legal compliance.

Billing Questions

What payment methods are accepted?

We accept credit/debit cards, bank transfers, and PayPal. For Nigerian users, Paystack is available.

Can I upgrade or downgrade my plan?

Yes. Changes take effect at the start of the next billing cycle. Visit the Billing section in Settings.

Is there a free trial?

Yes. New accounts include a 30-day free trial with full access to all features. No credit card required.

💬 Support

Contact Support

Our support team is available to help you with any issues or questions.

Method	Contact Info	Response Time
Email	support@audilynx.com	Within 24 hours
Live Chat	Available in-app (bottom right)	Immediate (business hours)
Phone	Available for enterprise plans	2 hours (business hours)

Submitting a Support Ticket

1. Log in to your account
2. Click the support icon (bottom right)
3. Select "Submit a Ticket"
4. Describe your issue in detail
5. Include screenshots if applicable
6. Submit and await response

Common Issues & Solutions

Emails going to spam

Add noreply@audilynx.com to your contacts. Ask recipients to check spam folders and mark emails as "Not Spam".

Confirmation links not working

Ensure the link is copied completely. Links expire after 30 days for security. Request a new confirmation if needed.

Unable to log in

Reset your password using "Forgot Password". Clear browser cache and cookies. Try incognito/private mode.

System Status

Check current system status and scheduled maintenance at our status page.

View System Status →

Feature Requests

Have an idea to improve Audilynx? We'd love to hear it!

Submit feature requests through the support portal. We review all suggestions and prioritize based on demand.