Deadlines are set at the planning stage to remind the auditor of progress and to provide prompt when a job may be falling behind:
- After clicking add deadline from the deadlines page (in the A section) select from drop-down box the appropriate date:
- The deadline description may be edited if required:
- The next deadline now shows in the All-Clients View page (shows green if currently due and red if overdue):
- Clicking on the Job Summary within the job displays all deadlines and their status with a shortcut back to the Deadlines page in the workbook:
- As deadlines are met the user ticks these off in deadlines page, and the next deadline status updates to be the latest on the clients view:
- Deadlines for each staff member may be viewed from the User Profile page.
External calendar option
The Audit Assistant dashboard has a list of all recent and upcoming deadlines across all clients.
From there, "View All Deadlines" can be clicked to open up the deadlines tab that lists all deadlines and there clients.
Once a new calendar is set up it may be shared across the firm and will be regularly automatically updated as deadlines are added or completed for all the jobs the user is assigned to. This provides a great tool for planning of reviewing the status of the workflow.
There are links to help pages for Google, Outlook, and Apple calendars on the page.