Lead Schedules

Lead schedules link account balances to supporting audit work. Use them to document adjustments, track the status of each line item, and organize evidence for each balance.

Steps

1. Go to Audit → Lead Schedules in the sidebar.
2. Click Create to start a new lead schedule.
3. Link to account balances — select the accounts from the client's chart of accounts.
4. For each line item:
   • Document adjustments — record any proposed or agreed adjustments.
   • Track status — mark each item as pending, in progress, or complete.
   • Add supporting notes or references.
5. Review the schedule to ensure all balances are accounted for and supported.

Tips

• Lead schedules are the bridge between the trial balance and your audit procedures.
• Update statuses as work progresses so the engagement team can see coverage at a glance.
• Attach working papers or evidence to individual line items for easy reference during review.