The MyWorkpapers Workflow Manager allows you to manage your files by tracking the progress and status of each file from a single, easy-to-use and intuitive interface coupled with email notifications to ensure common communication breakdown points and manual processes are automated.
- Filename, type, and period year-end;
- Engagement team and File Notes
- Workpaper signoff percentage;
- File status;
- Assignee
- Number of outstanding review points;
- Engagement deadline;
- Archive date;
- Filters;
- Saved filters and reports;
- Options.
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