Auditor edition: a company that opens ready to workنسخة المدقّق: شركة تفتح جاهزة للعمل

An audit or accounting office spends its day inside journals: it receives a client's paperwork, enters it, reviews it, and reports on it. Auditor edition is a tick on the company-creation wizard that shapes a new company around exactly that day, so the first voucher can be entered minutes after the company exists.

1. An ordinary company, created from a preset

Tick Auditor edition in the Characteristics panel on step 2 of the wizard, and Libra builds the company with a ready-made set of defaults already applied. Everything else about it is ordinary: the same chart of accounts, the same ledger, the same reports as any other company. The tick decides what the company starts out configured for, not what it is capable of - a module the office wants later can be switched on at any time, and switching it back off returns the company to these defaults.

How to set up a company walks the whole wizard through field by field. This guide covers only what the tick changes.

2. The quick list is filled in for you

Log into a new auditor company and Home already carries the eight screens the work runs on, in this order: Chart of accounts, Auxiliary accounts, Journal vouchers, General ledger statement, Trial balance, Audit, Daily invoice journal, Balance comparison.

That is the whole loop in one panel: open the chart, enter the vouchers, read the ledger, check the balances, review what you entered. Every other menu group - General ledger, Accounts receivable, Account payable and the rest - is still on the navigation panel underneath, and the eight rows are yours to change. How to set up the Quick List shows how to add a screen to the list or reorder what is on it.

3. Receipts and payments are types of voucher

Money received and money paid are entered on the Journal vouchers screen, under their own entries in the Type list: Receipts Voucher, Payments Voucher, Receipt Note and Payment Note sit in the list alongside Vouchers itself. Picking one of them keeps the entry a journal voucher - it reaches the ledger through the journal and prints as a journal document - while still recording which kind of movement it was, so the reports that read those types stay correct.

That fits the work an audit office actually does: it records what its client received and paid from the paperwork in front of it, rather than issuing receipts and payment slips to the client's own counterparties. Journal vouchers explains the screen itself, and Journal vouchers the audit-firm way goes through the full type list and which document belongs on which type.

4. Switch VAT on while the company is being created

Fill in the VAT policy panel on the same step of the wizard, and tick VAT, even when the client's registration is still unsettled. Most offices meet a client some way into their trading life, and a company that has already collected a year of postings is far more work to fit VAT onto afterwards than one that carried the setting from its first day: accounts have to be revisited, and entries already made have to be read back against a rate they were never split by. Set the start date to the client's opening date whenever the work begins from there, and put the registration number in as soon as it reaches you.

5. Where to go next

• Working across many client companies - building one template company and creating every client company from it, with the same chart, the same users and the same saved report filters.
• Structuring a client's chart for audit work - how deep to split a client's chart, and when an auxiliary record is the better answer than another account.
• Journal vouchers the audit-firm way - the voucher type list, numbering, the description convention that makes an audit trail readable, correcting an entry, and the Audited mark.