Audit readiness
How to Build an Audit Package
Create an auditor-ready package with grant summary, funder details, requirements, draw activity, spend events, document names, and included files.
What you will accomplish
A focused audit package that can be reviewed internally or shared with an auditor.
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
Review package contents
Include the grant summary, funder information, requirements, draw and reimbursement events, spend activity, and supporting documents that belong in the audit file.
Step 3
Confirm file names and descriptions
Make sure document names and descriptions are clear. The audit summary should tell the reviewer which files are included without requiring them to open every file first.
Step 4
Export the summary
Download the PDF summary and any supporting CSV exports. The package should explain the award, compliance obligations, reimbursement activity, spend support, and evidence status.
Step 5
Share carefully
Use invited user access or auditor package exports based on the review need. Avoid sending unnecessary tenant-wide access when a package summary will do.
How-to video outline
Use this outline to record a short training video with the seeded demo workspace. Keep the video focused on one workflow and avoid showing sensitive customer data.
Scene 1
Open the audit package builder
Create a package for the demo public grant and explain what an auditor or reviewer normally needs to see.
Scene 2
Review included records
Show requirements, documents, draw requests, and spend events included in the package.
Scene 3
Download the package summary
Download the PDF summary and explain how it supports audit readiness without replacing the accounting system.