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JET PowerBI Evaluation Sheet
1. General Information
Client Name
*
Accounting System Used
*
Auditor Name
*
2. Overall Testing Result
Overall Testing Result
*
Overall Testing Result
Very Satisfactory
Satisfactory
Needs Improvement
Unsatisfactory
Overall Feedback
*
3.1 Posting outside normal working hours
Would this criterion have been tested without PowerBI?
*
Would this criterion have been tested without PowerBI?
Yes
No
Criteria not required for client in scope
Data not provided by client
Did PowerBI Support in testing this citerion?
*
Did PowerBI Support in testing this citerion?
Yes
No
Criteria not required for client in scope
Data not provided by client
3.2 Postings to GL accounts with zero balances
Would this criterion have been tested without PoweBI?
*
Would this criterion have been tested without PoweBI?
Yes
No
Criteria not required for client in scope
Data not provided by client
Did PowerBI provide meaningful insights for this criterion?
*
Did PowerBI provide meaningful insights for this criterion?
Yes
No
Criteria not required for client in scope
Data not provided by client
3.4 Sorting journals by type (e.g. AP automated postings)
Would this criterion have been tested without PowerBI?
*
Would this criterion have been tested without PowerBI?
Yes
No
Criteria not required for client in scope
Data not provided by client
Did PowerBI provide meaningful insights for this criterion?
Did PowerBI provide meaningful insights for this criterion?
Yes
No
Criteria not required for client in scope
Data not provided by client
3.5 Different effective date vs posting date
Would this criterion have been tested without PowerBI?
*
Would this criterion have been tested without PowerBI?
Yes
No
Criteria not required for client in scope
Data not provided by client
Did PowerBI provide meaningful insights for this criterion?
*
Did PowerBI provide meaningful insights for this criterion?
Yes
No
Criteria not required for client in scope
Data not provided by client
3.6 Postings by users
Would this criterion have been tested without PowerBI?
*
Would this criterion have been tested without PowerBI?
Yes
No
Criteria not required for client in scope
Data not provided by client
Did PowerBI provide meaningful insights for this criterion?
*
Did PowerBI provide meaningful insights for this criterion?
Yes
No
Criteria not required for client in scope
Data not provided by client
3.8 Keyword search in entry descriptions
Would this criterion have been tested without PowerBI?
*
Would this criterion have been tested without PowerBI?
Yes
No
Criteria not required for client in scope
Data not provided by client
Did PowerBI provide meaningful insights for this criterion?
*
Did PowerBI provide meaningful insights for this criterion?
Yes
No
Criteria not required for client in scope
Data not provided by client
3.9 Contra Account Analysis
Would this criterion have been tested without PowerBI?
*
Would this criterion have been tested without PowerBI?
Yes
No
Criteria not required for client in scope
Data not provided by client
Did PowerBI provide meaningful insights for this criterion?
*
Did PowerBI provide meaningful insights for this criterion?
Yes
No
Criteria not required for client in scope
Data not provided by client
3.10 Credit, Debit & Balance Totals per GL Code
Would this criterion have been tested without PowerBI?
*
Would this criterion have been tested without PowerBI?
Yes
No
Criteria not required for client in scope
Data not provided by client
Did PowerBI provide meaningful insights for this criterion?
*
Did PowerBI provide meaningful insights for this criterion?
Yes
No
Criteria not required for client in scope
Data not provided by client
4. Time Taken
What was the time budgeted in the Audit Plan to complete the Journal Entry Testing for the Client? Provide the time in hours (e.g. 4 hours 15 minutes should be entered as 4.25 hours, where a quarter of an hour = 0.25, 30 minutes = 0.50, and 45 minutes = 0.75).
*
How long did it take to complete the Journal Entry Testing using the PowerBI report? Provide the time in hours.
*
5. Closing Feedback
Areas of improvement / additional tests to consider
*
Overall satisfaction with the PowerBI report
*
Overall satisfaction with the PowerBI report
1 stars
2 stars
3 stars
4 stars
5 stars
Submit
