Chapter 8. Auditors
There are two databases for Auditors:
All Auditors database: Stores name and address details for all auditors that are used in
HandiRegister 2015. This database is not specific to any company.
Company Auditors database: Is specific to each company, and links to the All Auditors database using the auditor’s reference code.
All Auditors database
The Auditors database stores name and address details of all auditors that are used by
HandiRegister 2015, or have been used by HandiRegister 2015 in the past. All companies access the Auditors database.
Open the All Auditors database
From the Company menu, click All Auditors. This will open the "Auditors" window.
Figure 74: The “Auditors” window
The “Auditors” window lists all the auditors in the HandiRegister 2015 database.
Add a new auditor
1. From the Company menu, click All Auditors.
2. On the "Auditors" window, click New.
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Figure 75: The “Auditors Detail” window
3. Complete the “Auditors Detail” window as required, click Save, and then click Close.
4. To exit from the “Auditors” window, click Close.
Tip: For information on the fields in the "Auditors" and "Auditors Detail" windows, press
F1 to display the online help.
Edit an auditor's details
1. From the Company menu, click All Auditors.
2. On the "Auditors" window, highlight the auditor to modify, and then click Edit.
3. On the “Auditors Detail” window, in the Change Date field, enter the date that the change occurred.
4. Alter the auditor's details as required, click Save, and then click Close.
5. To exit from the “Auditors” window, click Close.
Delete an auditor
Caution: To resign a company auditor, do not delete the Auditor in the following way.
Instead, follow the instructions in “ Resign a company auditor ” on page 106.
1. From the Company menu, click All Auditors.
2. On the "Auditors" window, highlight the auditor to delete.
3. Click
Delete.
4. Ensure the correct auditor will be deleted, then click
Yes.
5. To exit from the “Auditors” window, click
Close.
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HandiRegister 2015 All Auditors database
Viewing an auditor’s details
1. From the Company menu, click All Auditors.
2. On the "Auditors" window, highlight the required auditor and then click View. The “Auditors
Detail” window will open, displaying information on the highlighted auditor.
Figure 76: The “Auditors Detail” window
3. To exit from the “Auditors Detail” window, click Close.
4. To exit from the “Auditors” window, click
Close.
Locating a specific auditor
If you know an auditor’s reference code, you can search for that specific auditor. To search for an Auditor:
1. From the Company menu, click All Auditors.
2. On the "Auditors" window, click Find.
3. Type in the reference code of the auditor and then click Close.
HandiRegister 2015 will highlight the auditor that is the nearest match to the code you enter.
4. To exit from the “Auditors” window, click Close.
View companies with which the auditor is associated
You can quickly obtain a list of all companies for which a particular person or organisation is the auditor.
1. From the Company menu, click All Auditors.
2. On the "Auditors" window, highlight the relevant auditor.
3. Click Entity. The "Auditor's Companies" window will open.
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Figure 77: The “Auditor’s Companies” window
4. To view a history of companies that the auditor has previously acted for, click History.
5. To exit from the “Auditor's Companies” window, click Close.
6. To exit from the “Auditors” window, click Close.
Viewing a history of changes
HandiRegister 2015 maintains an 'audit trail' of all changes made to each record in the Auditors database. To view the History details for a particular auditor:
1. From the Company menu, click All Auditors.
2. On the "Auditors" window, highlight the required auditor and then click History.
3. A summary of changes for the individual or organisation is displayed in the “Auditors -
History” window. To see the details of a particular change, highlight that record and then click View.
4. To exit from the “Auditors History” window, click Close.
Merging duplicated records
Where a person (or organisation) is the auditor for a number of companies, each of those companies should reference to the same record in the Auditors database.
Example: Claire is the auditor of a number of companies. Her details exist in the Auditors database and the various companies that she audits are linked to her record. If Claire changes her address, the change would be recorded once in the Auditors database and all companies will have the correct information associated with them.
In some cases, a person may appear in the Auditors database multiple times. This will generate more work for you.
Example: Imagine Claire was the auditor of two companies, and she was listed in the
Auditors database twice. Claire changes her address. As there are two records in the
Auditors database, the address must be changed twice, thereby doubling your work.
To stop the above problem, where a person appears in the Auditors database multiple times, those records should be merged together to form the one record.
To merge duplicate records
1. From the
Company menu, click All Auditors to open the Auditors database.
2. Note the reference codes of all records that are to be merged into one.
3. It is important all records are identical before you merge them. For each record:
Highlight the record and then click
View. Note the details.
Decide which record will become the main record and note down the reference code.
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