Auditor requests
Auditors send a list of what they need, often called the PBC ("provided by client") list. Controls > Auditor requests keeps that list in Ledger Doctor: who has each request, when it's due, the answer and its files, and what the auditor accepted. It's part of the Controls add-on. Nothing in GP changes.
Start a list
An approver chooses Start a list, names it (like "2026 year-end audit"), and gives the period end the audit covers and, if you like, the audit firm. The period end ties the list to that close: it goes in that close binder.
Bring in the auditor's requests
- Import the auditor's spreadsheet: Excel (.xlsx) or CSV, one request a row. Ledger Doctor finds the heading row (titles above it are fine) and reads the columns by their headings: Request or Description, and, if they're there, Ref (or #), Category (or Area), Owner (or Assigned to) and Due date. An owner is kept when they're a Processor or Approver for the company; the import lists any it couldn't match, for you to assign.
- Add a request by hand for anything the auditor asks for later.
An approver can change a request's wording, owner or due date from its details. Overdue requests show in red, and Only mine shows the requests you own.
Answer a request
- Open the request, attach the files the auditor asked for (PDF, Excel, Word, CSV, text or image, up to 10 MB each) and write the answer if one helps.
- Choose Mark provided. It needs at least a file or an answer.
What the auditor said
The auditor doesn't sign in to Ledger Doctor. When they reply, an approver records it on the request:
- The auditor accepted it: closed. Its files can't change unless an approver reopens it.
- Send back, with what the auditor still needs: open again, with the note shown to the owner.
- Doesn't apply: closed without an answer.
Download for the auditor
Download for the auditor gives one zip: a workbook of every request (status, answer, the auditor's notes, who provided and who closed each one, and when) and each request's files in a folder named for it. Send it however your auditor prefers, or upload it to their portal.
When a list is finished, Archive this list hides it; Show archived lists brings it back.