> For the complete documentation index, see [llms.txt](https://engyon.gitbook.io/engyon/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://engyon.gitbook.io/engyon/en/admin/organisation/create-an-audit.md).
# Creating an audit
Creating an audit via Options → Organisation → Audits.
In the Audits tab, it is possible to see all audits, open audits to which the user has been explicitly granted access, and create new audits.
You create an audit under Options → Organisation → Audits, or from an open client. For this, you need the Client manager or Client admin role for **that client**. See [Roles and permissions](/engyon/en/reference/settings/roles-and-permissions.md).
{% hint style="info" %}
The audit type cannot be changed afterwards. See [Wrong audit created](/engyon/en/frequently-asked-questions/setup/wrong-audit-created.md).
{% endhint %}
When creating a new audit, the Create audit screen is visible. Click the plus icon (:plus:) Audit at the top right. This contains the following fields:
* **Name****:** the name of the audit
* **External ID****:** engagement number used by the audit firm. If this is not filled in, an external ID is generated automatically
* **Audited organisation****:** this is the organisation created during the [previous step](/engyon/en/admin/organisation/create-a-client-organisation.md). If you come from that client, this field is fixed
* **Legal entity****:** Legal entity that the audit oversees. Here, the legal entities created at the client level within this client can be selected. In the case of a group audit, choose the highest entity on which the audit takes place (the group head).
* **Audit type****:** choose from single audit, consolidated audit, or component audit (when you as an auditor only report to the group auditor and do not provide an audit opinion for the financial statements)
* **Work package****:** the applicable work package. Note: the year in the name of the work package refers to the year in which the work package became available, and is therefore not the same as the financial year of the client that the audit oversees. For a financial statement audit, always choose the latest NL GAAP work package.
{% hint style="info" %}
The 2025 work package is still in the list of work packages due to existing audits. It is **not** intended to be selected when creating an audit, even for financial year 2025 audits. To prevent this 2025 work package from being chosen, it costs **100 credits**. Should an audit nevertheless be created with the 2025 work package, [delete it](/engyon/en/admin/organisation/deleting-an-audit.md#deleting-an-audit) and request a refund of the credits.
{% endhint %}
* **Audit period****:** Start and End of the audit object
* **Language****:** This is the primary language of (most) documents provided by the client. The language choice affects the reading of documents by AI language models. This is **not** the language of the user interface. The user can work within Engyon in Dutch while the provided documents are in English
* **Unit of measurement****:** only if required by the work package (often the currency of the audit object)
* **Reporting framework****:** appears after Work package and Language when the work package requires it. For `FI NL GAAP - 2026`, choose NL GAAP Categorical, NL GAAP Functional, or IFRS. This choice determines which profit and loss items are in the audit, for example Cost of raw and auxiliary materials (categorical) versus Cost of sales (functional).
{% hint style="info" %}
After Create, you can no longer change the Reporting framework, not even in Scoping. In Settings, you only see the chosen value. When [rolling forward](/engyon/en/how-to-guides/audit/roll-forward-an-audit.md), you choose the framework again for the new audit. If it is incorrect in the current audit, delete it: [Wrong audit created](/engyon/en/frequently-asked-questions/setup/wrong-audit-created.md).
{% endhint %}
Under the work package, there may be extra **settings**. These follow the [preferences](/engyon/en/admin/organisation/preferences.md) of the firm. When you expand these, you can adjust these settings for this audit. Note: only adjust these when you are sure you can deviate. After creating an audit, you cannot adjust these settings anymore.
Click Create. When the audit has been created, the creator of the audit automatically receives access. Other colleagues and/or clients must be invited via Settings → Auditor team within the audit to gain access. See [Settings](/engyon/en/reference/settings.md).