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Workflow Manager

‘MyWorkpapers Workflow Manager provides a simple and automated system for tracking and managing engagements, enabling managers to spend less time on non-chargeable administration and more time on revenue generating activities’

What Does It Do?

The MyWorkpapers Workflow Manager tracks the progress and status of each audit from a single, easy-to-use and intuitive interface coupled with an email notification system to ensure common communication breakdown points and manual processes are automated.

Key Benefits

Integrated and modern workflow management

fully integrated with MyWorkpapers audit files, users do not need to manually update spreadsheets or other third party workflow systems

Efficient and consistent reporting

one touch saved filters allows firms to generate periodic reports in seconds

Efficiency

one touch file creation for files not yet created

Effective and efficient communication

automated email notifications ensures that staff are kept up to date on audit progress

Customisable

fully customisable for each firm template, allowing firms to create workflows for how you prefer to work

Key Features and Functions

Filters

The Workflow Manager (WFM) is fully filterable on client type, stage of completion, engagement team members and more to allow firms to generate customised periodic workflow reporting.

Saved filters

You are able to create and save an unlimited number of filters for future access, allowing you to generate your favorite reports in seconds.

Workflow Manager Saved filters

In file status update toolbar

Unlike manual Excel sheets or other workflow tracking systems, the MyWorkpapers Workflow Manager is fully integrated into each audit file enabling you to update the status of an audit file directly from the Working Paper Index.

Workflow Manager in file status update toolbar

Email notifications

Appropriate stages of each workflow will prompt you to notify the appropriate team member(s) and/or the fund administrator, simplifying the communication process and eliminating common communication breakdowns.

Workflow Manager email notifications

One touch file creation

You are able to filter the Workflow Manager by ‘files not yet created’, to get a full listing of the audit files which you will need to set up for the year and from there are able to create each of these files instantly.

Workflow manager one-touch file creation

Customised firm workflows

For each firm template you are able to create your own customised firm workflow, providing firms with flexibility to set firm workflow the way you want.

Workflow Manager customised firm workflows

Printing and export

Allows you to export filtered results directly to your local printer, PDF or to CSV format.

Workflow Manager printing and exporting