Audit readiness
How to Build an Audit Binder Index
Generate a grant-level review index with award identifiers, requirements, evidence status, documents, and spend activity.
Watch the workflow
A short demonstration using fictional data in the GrantableHQ V2 workspace.
What you will accomplish
A focused audit binder index that highlights included records and missing support.
Step-by-step guide
Step 1
Choose the grant
Start an audit package from the audit package area and select the grant. The package should focus on one award so reviewers can understand the scope quickly.
Step 2
Generate the binder index
GrantableHQ assembles award identifiers, requirements, evidence status, grant documents, reusable profile documents, and spend activity for the selected grant.
Step 3
Review requirements and evidence
Confirm each obligation's status and evidence coverage. Missing support remains visible so the team can resolve it before an audit or monitoring request.
Step 4
Review documents and spend
Use the index counts to confirm that grant files, reusable organization records, and spend transactions are represented in the review set.
Step 5
Resolve gaps before sharing
Collect missing evidence and clarify file names before using the binder index for an internal review or responding to an auditor.