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Joys of Using the Join Function

SKU: w-210414-1-1-2-1 Category: Tag:
Sep 15, 2021 | 01:00 PM - 02:00 PM | Virtual
Live Online | 1:00 PM Central   View map



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In this session, learn how to test subsequent collections of AR using IDEA’s Join function. Discover new ways to use IDEA’s join function to isolate uncollected amounts from the year-end AR population to use for further analysis of the allowance of doubtful accounts. Also, determine how to effectively isolate large populations of transactions from the general ledger detail - without long extraction formulas or selecting multiple keys for a key-value extraction.
Course Level All Levels
Length 1 Hour (1 CPE)
Field of Study Auditing
Delivery Method Group Internet Based
Prerequisites Working knowledge of Microsoft Windows® desktop environment and Microsoft Office® applications. No advanced preparation required.

Abby Roveda, CPA

Audit Supervisor at Crow Shields Bailey, PC
Abby Roveda brings more than five years of experience in audit and consulting services to her position at Crow Shields Bailey, PC in Mobile, Alabama. She was instrumental in bringing IDEA into the firm and championing its use on various engagements. Abby provides internal training on audit techniques, IDEA and Excel, and co-directs the firm’s recruiting efforts on Alabama college campuses. She holds bachelor's and master's degrees in accounting from the University of Alabama in Tuscaloosa and is an active member of the American Institute of Certified Public Accountants and the Alabama Society of Certified Public Accountants. ​
Upon completion of this course, attendees will be able to:
  • Understand how IDEA’s Join function can merge data sets to gain valuable insights
  • Apply the Join function to subsequent collection procedures for AR
  • Isolate large populations of transactions by applying the Join function to the General
NASBA CPE LogoAudimation Services, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of the continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:
For concerns regarding course offerings, certifications or complaints, please contact: Jennifer Ellison, Training Services Manager [email protected] 832-327-2067

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