If you're working with an auditor or data verifier, we recommend utilizing the below features and workflow to support the process:
- Invite the auditor to be a supervisor admin so they have view-only access to your account.
- Train the auditor on the basic pieces in Scope 5. Your account manager can lead these sessions or provide recorded video tutorials with professional service hours.
- If you'd like your auditor to compare the value of each activity record to the bill from which it was originally sourced, we recommend requiring attachments with activity records.
- Enabling Audit Trail on distribution reports will show your auditor how results were calculated.
Please reach out to us with any questions.
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