IndiaAuditLens
Use the client dashboard and maintain the client profile
The client dashboard summarises engagement and issue activity. The Relationship page holds the maintained client master used by KYC, lifecycle applicability, audit, Returns, reporting, and data-import workflows. KYC…
By IndiaAuditLens product team · Updated 2026-10-05
Before you begin
Open the intended client and verify the legal name and entity type. Gather authoritative evidence before changing PAN, registrations, dates, or ownership details. Check whether a profile change will affect an active engagement or return. Use an authorised client-management role for edits.
Use the client dashboard
Open Clients and select the client. Review Active Engagements, Open Findings, Open Issues, and Data Freshness. Open Findings counts the findings not yet closed in the engagements' Findings registers: Open, Under investigation and Confirmed. Open an engagement from the engagement list or click Create Engagement when the acceptance and setup prerequisites are met. Review configured data sources. Use the link to Data Sources when a source is missing or stale. Review the latest audit-run summary: Rules Executed, Passed, Failed, and Findings. Open a recent finding to review its current evidence…
If the dashboard fails to load, do not infer that there is no work. Reopen the client, refresh, and check the underlying engagement/findings screens.
Review and edit the profile
Open Relationship. It opens on Profile & KYC, one page with these sections:
Identity; Registration; Address and locations; Business understanding; Ownership and governance; Financial and regulatory; Risk context; and Other client details.
A client with no audit work needs fewer KYC sections (its KYC depth: Light or Standard); the sections it does not need sit below Other client details, behind a Show button. See Maintain and verify KYC on the client profile.
Each section shows its facts. Click Edit on a section, fill in its fields where they are shown, and click Save. Each fact sits in the KYC section whose conclusion it affects:
Expected result
The updated profile is visible on Relationship and downstream workflows use the maintained client context. Reopen affected KYC, lifecycle applicability, Returns, or engagement pages to confirm material changes. Profile editing does not itself approve acceptance, appoint the firm, or change an engagement.
Client dashboard with engagement, finding, issue, data-source, and latest-audit-run summaries.
Client dashboard. Client identity, source labels, financial year, counts, dates, run values, and record-linked details are masked.