This is a quick overview tutorial of the CQS Confirmations Customer Community.
This one page user manual depicts which financial institutions will respond to the different forms on an account by account or entity wide basis. A full list of the forms accepted by the different financial institutions is also reflected on the guide.
The South African Auditing Practice Statement (SAAPS) 6 provides implementation guidance to auditors when using external confirmation procedures to obtain audit evidence, either manually or electronically, from financial institutions to meet the requirements of ISA 505 External Confirmations. This user manual summarizes SAAPS6 and discusses how it is applicable to Confirmation.com. The different form types are also discussed in this user manual.
This How to Guide provides the user with a screen by screen guide on changing client signers on different forms. Third party responders require client authorisation from a bank mandated client signer before releasing client information to a requesting auditor. Different client signers can be assigned to different forms in a client profile.
This How to Guide provides the user with a screen by screen guide on how to roll forward client profiles.
This How to Guide provides the user with a screen by screen guide on how to send future dated requests.
Audit firms can appoint one or more Supervisors to oversee usage of Confirmation.com. To activate supervisor rights for a user in a firm, download and complete the form and send it to email@example.com.
High volume users have the option to move to centralized billing, linking all purchases by one or more offices to a single credit card. Where Office Billing is enabled, we recommend setting up one or more "Supervisors"to oversee office activity.
Audit firms can appoint one or more supervisors to oversee usage of Confirmation.com. Supervisors have the ability to manage both clients and auditors linked to a firm profile and where Office Billing is enabled, we recommend setting up one or more "Supervisors"to oversee office activity.