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User Guide

Lead Schedule

Auto-built lead schedules with tickmark legends, prior-period comparatives, and journal posting.

The Lead Schedule pulls each FS caption into its own working paper, grouped by note.

Build a lead

Choose an FS caption and click Build lead. AuditFlow generates:

  • Per-line balance with prior-period comparative
  • Movement column
  • Tickmark column
  • Reference to TOD area

Adjustments

Post a journal directly from the Lead Schedule using Post adjustment. AuditFlow updates the TB and reflows the lead.