# General Modules

General Modules contain the core utilities you’ll use before and during every audit. These aren’t audit procedures themselves, but the framework that supports everything else in your workflow.

You’ll find three key sections here:

### **1. Organisation Setup**

Define your firm profile, add company details, set up your workspace and prepare it for team-wide use. This is where you configure users, roles and permissions so your audit environment is ready from day one.

### **2. Client – Information Request Management**

Manage all PBC (Prepared By Client) requests in one place. Create checklists, assign items to clients, track submissions and collaborate smoothly through structured requests.

### **3. File Manager**

Your audit filing cabinet within each engagement. Create folders, upload documents, use templates and keep all supporting evidence organised throughout the audit.

Together, these modules build the foundation that supports your planning, execution and reporting work across Finspectors.


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