Audit & Certification ERP for Engagements and Fees
Quote Each Audit Activity as a Separate Service
Separate evidence-readiness review, two site visits and the findings report in one audit fee proposal. The coordinator can inspect quantities and unit fees before sharing the scope with Cedar Vale Packaging. Open Details to inspect quantities, units, prices, discounts and totals before using the quotation’s action bar.
Give Evidence Requests and Reviews Clear Owners
The engagement coordinator collects the requested documents while the fieldwork lead prepares the field team and the technical reviewer reviews the findings wording. Their tasks show the administrative handovers that support the engagement and keep the next responsible person visible. Open Task Details to check the assignee, priority and due date, then update its status on the board.
Choose How the Audit Proposal Reaches Clients
Set the language and expiry of the audit proposal before sending its link. Request a signature when the engagement terms call for one, and let the client review the same clearly itemized scope. Review these Share settings before opening the customer-facing proposal link.
Bill Fieldwork Against the Agreed Engagement Plan
Use the audit sales order to prepare a progress billing invoice for the 50% fieldwork stage. Keep the earlier planning fee and final report fee identifiable through their own milestone descriptions and amounts. Inspect milestone ID, description, work package and amount in the Progress Billing Invoice.
Explore two-site quality-system audit engagement
Audit & Certification ERP for Engagements and Fees | DNA
- Manage audit scope, evidence-request tasks and staged engagement fees in DNA ERP. Connect two-site proposals, reviewer handovers and progress invoices.
- Utilize structured and semi-structured data storage
- Analyze data using graph, spatial, and machine learning engines
- Start with the basic trial using sample data; no set-up required
