The Audit File function on an Accounting Company reads "To generate the audit file, you need to create an Analytics app"Mar 13, 2025Knowledge
Content Standard GuideTitleThe Audit File function on an Accounting Company reads "To generate the audit file, you need to create an Analytics app"URL NameThe-Audit-File-function-on-an-Accounting-Company-reads-To-generate-the-audit-file-you-need-to-create-an-Analytics-appInformationProduct AreaHelp Product AreaAccounting Company Analytics StudioRelease VersionHelp Release VersionSymptomsHelp SymptomsWhen trying to use the Audit File function on an Accounting Company, there is an advisory banner that reads:To generate the audit file, you need to create an Analytics app from the Business Analytics or Financial Statements packages, and enter the system app name in the related “Financial Statements Reporting Custom Settings” field.Unable to download Audit Files for Accounting CompaniesEnvironmentHelp EnvironmentCertinia AccountingCRM AnalyticsResolutionHelp ResolutionTo activate the Audit File function on an Accounting Company, please refer to the guide on Enabling Audit File FunctionalityTo create a Financial Managment App to complete the requisite settings for the above, please view the guidance on Creating an App from the Financial Analytics TemplateEnsure any Custom Settings value set are also correct if defined as User or Profile levelCauseHelp CauseOne or more of the Custom Settings requirements were not met for the function to work The Custom Settings “Financial Statements Reporting Settings” were set correctly, however, these were set at a User level as well with an incorrect Einstein Analytics App Name Additional NotesHelp Additional NotesFor Step 13 of the guide to Enabling Audit File Functionality, ensure the correct name for the App is entered into the Custom Setting field. To find this: Go to Analytics Studio tabAll Items > Apps > Open the app for Financial ManagementFrom the top right drop arrow, select DetailsCopy the value under "System name"
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