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1. #Caseware idea unable to create project directory manuals
2. #Caseware idea unable to create project directory pdf
3. #Caseware idea unable to create project directory update
4. #Caseware idea unable to create project directory software

#Caseware idea unable to create project directory manuals

There are no users manuals or workbooks available for audit clients, although the product is designed to be used by them. The notifications are also limited to what comes with the product with no option to create your own. In terms of functionality, Cognos reporting is limited to canned reports, with no opportunity to create custom reports resulting in users spending exorbitant amount of time reworking generated reports or creating their own reports from scratch to produce the required information.

#Caseware idea unable to create project directory pdf

Ability to integrate with MS Office products and PDF is also great when it works as intended. Some impactful features of note are ability to roll forward open projects to the following years, issues tracking, TeamStore, ability to customize or create our own folder structure and taxonomy (in fact all features that are customizable are user favorites), dimensions and perspectives. The turnout time for even the most urgent issues exceeds 24 hours. Customer service has been extremely disappointing.

#Caseware idea unable to create project directory software

While some features have been refreshing and have resulted in increased productivity, we've also been forced to adopt "adapt, improvise and overcome" approach in order to work around many of the software limitations. Our experience thus far has been a mixed bag. Also, I dislike that a file that was labeled complete for review will automatically go back to incomple or “yellow” each time you touch the file without asking if that’s what you intended to do.Ĭomments: My team will be completing one year using TeamMate+ Audit in a couple of months. There should only be one search bar to search for all projects in the application, versus searching in each tab until finding what you’re looking for. I dislike the project dashboard that has multiple tabs to search projects in. The outlook tiny icon will take you directly to that specific email pertaining to that project. I also love the linking of documents: ie: I can link an important email into a project file without attaching the entire document. I like the feature where you can open any spreadsheet and save directly into TeamMate without having to upload file into my project again.

#Caseware idea unable to create project directory update

There are some feautures that could use an update (as mentioned) but overall this application serves its purpose. You have to individually export all the work papers/attachments which makes it time consuming, yet we don't want to give our external auditors direct access.Ĭomments: Overall this application is easy to navigate and helps in keeping projects and files organized pertaining to each phase. Second, when we wanted to share our work papers with our external auditors, it makes it a bit difficult. First, when you deleted a work paper in your procedures area, the link still stayed live in the references so it makes the references section messy and inaccurate unless you manually delete it there as well. There were 2 major cons to TeamMate from our perspective. Overall, I would say the department is very happy with it. Its interface is very easy to navigate, and you can copy/paste/edit audit program templates to save time as well.

It keeps work papers very organized, has inherited segregation of duties (one person has to create a work paper, another review, another approve etc.).

TeamMate is a great one stop shop for all things Audit. Overall, I would say our team is satisfied with the product and will continue to use it. Comments: TeamMate has really helped organize our work papers and segregation of duties with work paper review.