Quick Shifts

In the auditing world, efficiency is key. Audit Quicker Cloud's Document Markup tool includes a feature called Quick Shifts, which significantly enhances the speed at which auditors can work within the Excel Add-in. By automatically selecting the next cell after each Quick Extract, this tool streamlines the auditing process and boosts productivity. Let's dive into the details of the Quick Shifts feature and see how it can revolutionize your workflow.

What are Quick Shifts?

Quick Shifts is a feature within Audit Quicker Cloud's Document Markup tool that improves the speed and efficiency of using the tool within the Excel Add-in. After making a Quick Extract—whether it's Text, Sum, Validation, or Exception—Quick Shifts will automatically select the next Excel cell to the right, the next Excel cell below, or not shift at all based on your preferences.

How Does Quick Shifts Work?

Using the Quick Shifts feature is straightforward:

1. Enable Quick Shifts: At the top right of the Document Markup tool, select one of 3 Quick Shifts
   1. Shift Right
   2. Shift Down
   3. No Shift
2. Make a Quick Extract: Use the Document Markup tool to perform a Quick Extract (Text, Sum, Validation, or Exception).
3. Automatic Cell Selection: After completing the extract, Quick Shifts will automatically select the next cell in your chosen direction (right or down), or remain on the current cell if no shift is selected.

Key Benefits of Quick Shifts

Enhanced Efficiency:

Quick Shifts automate the cell selection process, reducing the need for manual navigation. This allows auditors to focus on data extraction and validation rather than repeatedly selecting cells, speeding up the overall workflow.

Consistent Workflow:

By maintaining a consistent direction for cell selection, Quick Shifts ensure that data is organized systematically within the spreadsheet. This consistency aids in better data management and review.

Increased Productivity:

With Quick Shifts handling cell navigation, auditors can complete more extracts in less time, boosting productivity and enabling them to manage larger volumes of data more effectively.

Use Cases for Quick Shifts

Financial Audits:

Quickly extract and sum financial data into adjacent cells without manually selecting each cell. This is particularly useful for handling large sets of transaction records or financial statements.

Compliance Checks:

Efficiently validate and flag compliance data by quickly moving from one cell to the next. This ensures that all relevant data is reviewed and marked systematically.

Performance Reviews:

Extract performance metrics and evaluation comments into sequential cells, facilitating a comprehensive and organized review process.

Step-by-Step Guide to Using Quick Shifts

1. Log in to Audit Quicker Cloud: Access the Document Markup tool through auditquicker.com or the Excel Add-in.
2. Upload Your Document: Navigate to the Document Manager to upload the document from which you need to extract data.
3. Enable Quick Shifts: At the top right of the Document Markup tool, select one of 3 Quick Shifts
   1. Shift Right
   2. Shift Down
   3. No Shift
4. Make a Quick Extract: Use the Document Markup tool to perform a Quick Extract (Text, Sum, Validation, or Exception).
5. Automatic Cell Selection: After the extract is made, Quick Shifts will automatically select the next cell based on your chosen direction, allowing you to continue extracting data seamlessly.