HDbeammachineBeam Machine Docs
Help Center

Working in Audit

Use Beam Machine Audit to manage engagements, findings, working papers, evidence, plans, monitoring, and remediation work.

publicusers

Working in Audit

This page shows you how to use the Audit module for engagement management and review work in Beam Machine.

Product: Beam Machine
Module: Audit
Role: Auditor, Audit Manager, Reviewer, Assurance Lead
Difficulty: Intermediate
Time: 12 minutes first read
Last Updated: 2026-03-10
Version: Current Beam Machine app build in this repo

Before You Start

  • You should know the active entity or client entity.
  • You should know whether your task is planning, evidence, findings, working papers, or remediation.
  • Keep ../15-payroll-audit-controls-and-advisory.md open if you need the wider specialist-module view.

What is Audit?

This module is the audit workspace. On paper, this would be the engagement file, planning memo, findings log, workpaper index, evidence binder, and remediation tracker.

In Beam Machine, it lives under Audit.

When do you use this?

Use this module when:

  • a new audit engagement must be created,
  • findings must be tracked,
  • working papers must be reviewed,
  • evidence must be linked,
  • or remediation and monitoring work must continue after issues are identified.

If audit work is split across folders, notes, and side files, review quality and traceability drop fast.

Where do you find it?

Primary path: Professional -> Audit
Detailed routes:

  • /dashboard/audit
  • /dashboard/audit/engagements
  • /dashboard/audit/engagements/new
  • /dashboard/audit/findings
  • /dashboard/audit/working-papers
  • /dashboard/audit/evidence
  • /dashboard/audit/field-capture
  • /dashboard/audit/walkthroughs
  • /dashboard/audit/plans
  • /dashboard/audit/monitoring
  • /dashboard/audit/pbc-assembly
  • /dashboard/audit/remediations

How to work in Audit

Review the audit dashboard

  1. Open Audit.
  2. Review active engagements, open findings, and total findings.
  3. Open the work area that matches your current phase.

Create an engagement

  1. Open Audit -> Engagements.
  2. Click New Engagement.
  3. Enter:
    • client entity ID
    • engagement name
    • audit type
    • fiscal year end
    • budget hours
  4. Save the engagement.

Current audit types exposed in the UI:

  • External Audit
  • Internal Audit
  • Review Engagement
  • Agreed-Upon Procedures

Advance an engagement phase

  1. Open Engagements.
  2. Find the correct engagement.
  3. Click Advance Phase.
  4. Confirm the action.

What happens next: The engagement status and audit trail update.

Review the rest of the audit work areas

  1. Open Findings for issue tracking.
  2. Open Working Papers for the workpaper index.
  3. Open Audit Evidence to link support to assertions.
  4. Open Field Audit Evidence for field capture review.
  5. Open Internal Audit Plans for risk-based planning.
  6. Open Monitoring, PBC Assembly, Walkthroughs, and Issue Remediations as the engagement moves forward.

āœ… Checkpoint: You should now know whether the work is planning, execution, evidence, or follow-up.

Common Questions & Issues

"Can I just keep this in a workpaper file outside the system?"

Why this happens: Teams default back to old working habits.

Fix: Keep the engagement, evidence, and issue status visible in Beam Machine so reviewers can see the same truth.

"The page exists, but some future audit-intelligence ideas are missing"

Why this happens: The route tree is broad, but not every advanced audit concept from backlog material is fully productized yet.

Fix: Use the live screens listed above and check ../99-functionality-gap-map.md for roadmap-vs-live truth.

What's Next

Related Pages

SA Compliance Reference

  • Follow your audit methodology, engagement standards, and review policy for final signoff.

Still Stuck?

Was this page helpful?

[Yes] [No]