TeamMate EWP

TeamMate EWP

COMPLIANCE AUDIT CHECKLISTS

In our audit department, we have a certain portion of our work that is primarily compliance/checklist oriented. It would be wonderful if there could be teammate templates configurable to a checklist and scoring approach. We also have summary reports that aggregate the results across all audits of the same checklist/scoring type. If we had a teammate template that had the scoring/checklist built in, we could have the... more »

Voting

11 votes

TeamMate EWP

Incorporate a Trial Balance Function w/Leadsheet Capabilities

Currently, the EWP module does not have the ability to prepare financial statements/schedules and incorporate within the 360 reporting function. By providing a trial balance function that can import various types of trial balances into an Access-type database, it will allow users the ability to classify the information so that schedules can be generated as well as the generation of testing "Leadsheets" which can automatically... more »

Voting

2 votes

TeamMate EWP

Add an Archive Function

Create a way to easily archive an entire year's audits, so the TeamMate suite can be lean and capture only the current audits in work. However, the archive is accessible if/when prior year audits need to be revisited.

Voting

33 votes

TeamMate EWP

Focus on external audit deliverables

Internal Audit performs some work for our external auditors and it seems difficult to export our work product in a manner that is acceptable to them. Not sure if the reporting could be retooled so that when we export our work that it is in an organized efficient manner that could be used by external auditors without any further work to bridge any gaps in labeling, tickmarks, record of work done, etc.

Voting

2 votes

TeamMate EWP

TeamImage

I feel that TeamImage needs to be redesigned or build another platform for supporting images and PDF files. The new design should allow for better editing functionality (including hyperlinking), as well as a better viewing pane. This is used extensively by our department, yet not much is ever invested into this area of EWP.

Voting

27 votes

TeamMate EWP

Procedure Summary scrolling

It would be nice to scoll through the fields in a Procedure Summary without using a curse every couple of lines/paragraphs. When I have thecurser at the top of a field and want to scroll down and click the curser at the end of the field with brings the curser back up to the top of the field and I have to click the curse every few lines/parapgraphs.

Voting

4 votes

TeamMate EWP

Link Summary

It would help efficiency if there were a quick way to see every place that a workpaper was hyperlinked at, so if a workpaper was deleted and/or readded, the corrections could be made in all the appropriate places.

Voting

2 votes

TeamMate EWP

Export/Import Categories/Terminology

Related more to the entire suite but I would like to see the ability to export categories/terminology and import them into other databases. Further to that I would like to see the TM Admin have more ability to update/delete/add categories and terminology on the global template.

Voting

5 votes