One Indexed File for Every Audit Engagement

Replace a dozen disconnected audit-index modules with one review-controlled working-paper file that ties every schedule to your general ledger and an immutable audit trail.

The problem

Auditors assemble working papers across Excel schedules, PDF scans, and email threads, then manually cross-reference each one to the trial balance. Every index code lives in its own disconnected module, so there is no unifying file, no sign-off workflow, and no reliable record of who prepared, reviewed, or changed each paper — exactly the evidence a peer reviewer or regulator later demands.

The solution

External Audit Working Papers gives every engagement a single, indexed file. Papers carry standard A/F index codes, link directly to GL balances, move through a prepared → reviewed → approved workflow, and are captured in a tamper-evident audit trail from the moment they are created.

Capabilities

A single file for the whole engagement

Every capability below is implemented in the module.

01

Unified Engagement File

Organize every working paper for a client and fiscal period inside one engagement record, replacing a dozen disconnected index modules with a single file and dashboard.

02

Standard & Custom Index Library

Classify every paper against a built-in A.110/A.130/A.210/A.220/A.230/F.01.01.02 index library, or add your own codes with an in-product reference guide describing what each one covers.

03

Prepared → Reviewed → Approved

Each working paper moves through a preparer, reviewer, and approving-partner sign-off with named responsibility, dates, and a full status history.

04

GL & Trial-Balance Linkage

Attach GL account lines to each working paper and pull posted balances directly from Odoo Accounting, so every schedule reconciles to live financial data.

05

Review Notes & Clearance Tracking

Reviewers raise review points against any paper, assign them to the preparer, and track each one from open to cleared with an automatic to-do alert.

06

Anomaly Flagging

Working papers with a high risk rating or an unreconciled GL difference above your configured threshold are flagged automatically for reviewer attention.

07

Tamper-Evident Audit Trail

Every create, update, deletion, and status change across engagements, papers, and review notes is captured in a write-once trail with user, timestamp, and before/after values.

08

Compliance Framework Templates

Start an engagement from a SOX, SOC 2, or ISO 9001 template that pre-loads the index codes relevant to that framework.

09

Compliance Exports & Reporting

Generate an index-summarized engagement report and export it to PDF, CSV, or XML for peer review, quality control, or regulator submission.

Workflow

How it works

1

Create the Engagement

Set up a client, fiscal period, and audit team, then optionally apply a compliance framework template to pre-load its index codes.

2

Prepare & Link Papers

Add indexed working papers, attach GL account lines, and pull posted balances straight from Odoo Accounting.

3

Review & Clear Notes

Reviewers raise review points, preparers respond, and each paper moves through review to partner approval with sign-off recorded.

4

Export & Archive

Generate an index-summarized compliance report, export to PDF/CSV/XML, and let closed engagements auto-archive under your retention policy.

Questions

Frequently asked

No sales fog. If your question isn't here, email us and we'll answer it the same way.

Yes. Instead of installing a separate module for every index code (A.110, A.130, A.210, and so on), this app gives you one unified engagement file that spans every index your firm uses.

Get the app

Buy it on the Odoo App Store

Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.

External Audit Working Papers

One indexed engagement file with a prepared, reviewed and approved sign-off chain, GL and trial-balance linkage, review notes and anomaly flags — backed by a tamper-evident audit trail.

Buy on Odoo App Store