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APEX Audit System - Integration with Microsoft Office
APEX Audit System Menu:
The Desktop Component of APEX integrates very closely with Microsoft Office 2003 and 2007. In Office 2007, APEX Audit System provides access to its features in a 'Ribbon' interface. Close integration with Microsoft Office means that Auditors find APEX Audit System an easy to use Audit Software. Click on the thumbnail below to see the Ribbon interface of APEX.
Online Help:
APEX Audit System provides an online help in the desktop component as well as the web component. This ensures that auditors have easy access to help and productivity is enhanced. The online help covers all aspects of using the APEX auditing software. The Help system is organized into several sections, e.g.: Overview, Configuration, How To.., FAQ etc. The FAQ covers an extensive list of topics, right from logging in into the server to creation of an Audit up to generation of a report.
Configuration:
Configuring APEX Audit System's Desktop component is very simple. Just provide the user name and password that you have been assigned to work with APEX and the location of the central web server of the APEX Audit Management System. This information is sufficient for APEX to connect to the central database. APEX automatically synchronizes all audits that you have access to including all workpapers, reports and other documents related to the audit.
Managing Audit Files:
APEX makes it easy for you to keep in sync with the work done by the rest of your audit team. An easy to use interface that plugs in into Microsoft Office lets you manage your audit workpapers, forms, reports etc. Whenever any change is made, whether you are online or connected to the organization's LAN, APEX marks the document as 'Changed'. When you are connected to the network next, you can submit the document to the central database so that it can be used by other members of your team. A synchronization operation is all that is needed to update all files to the most recent version. Whether you add or delete or change a file, the process to update it into the server is the same. Whenever any change is submitted, a change log must be provided, to ensure that there is an audit trail.
Working with Audits:
The "My Audits" screen in APEX Electronic Workpapers gives a quick view of the Audits that the auditor is working on. All of the essential information like Objectives of the Audit, Audit Tasks, Findings etc. can be seen in the "My Audits" screen. This information is synchronized from the central collaboration server and hence is absolutely current.
All of the tasks assigned to an auditor can be easily viewed by her. The status of the tasks, start date, end date, associated workpapers etc are all accessible.
Quick access to the tasks right within Microsoft Word or Excel means that productivity gets highly enhanced. Tasks can be completed and marked without opening the Web interface. But at the same time, the central database is duly updated with the current status.
Managing Audit Findings is a crucial task of any audit organization and a very important feature in any audit software. APEX Audit System allows the user to view and analyze findings, assign follow ups and discuss findings with the management..
Reports and Report Templates:
APEX allows you to create, save and share any number of report templates. Once the report templates have been created, it is a simple matter to generate a report, just by choosing an existing template. You can create your own templates or use the ones included within APEX
Once the report template is created, APEX's Report Generation Wizard will guide you through the steps required to generate a professional looking Audit Report.