Knowledge Base/Suggestions
Library of Attachments
Clive McKegg
posted this on July 16, 2010 03:08 pm
What about a library of Excel pages (various reconciliations, calculations etc) and documents (sample engagement letters, audit reports etc) that could be accessed say from the 'attachments' option. The pages would then open for editing and then be attached to the audit file?
Comments
This could be useful especially if firms can add their own templates so that all the staff are pulling from the same template base which only needs updating at one location.