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.
You are able to create and save an unlimited number of filters for future access, allowing you to generate your favorite reports in seconds.
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.
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.
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.
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.
Allows you to export filtered results directly to your local printer, PDF or to CSV format.