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Release 7.1 July 2014 Prosy stem FX Work paper Manager Welcome to Prosy stem FX Work paper Manager v. 7.1 This bulletin provides important information about the v. 7.1 release of Prosy stem FX Work
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01
Open the ProSystem fx Workpaper Manager application.
02
Create a new engagement by clicking on the 'New' button.
03
Select the type of engagement and fill out the necessary details.
04
Import or create new workpapers for the engagement.
05
Assign tasks to team members and set deadlines.
06
Collaborate with team members by adding comments or attaching supporting documents.
07
Review and analyze the workpapers for accuracy and completeness.
08
Make any necessary adjustments or corrections.
09
Complete the engagement by marking it as finished.
10
Generate final reports or deliverables as required.

Who needs prosystem fx workpaper manager?

01
Accountants and auditors who work on engagements
02
Tax professionals who need to document their workpapers
03
Firms or organizations that require a standardized workpaper management system
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Any individual or organization looking to streamline their workflow and improve efficiency in managing workpapers.
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ProSystem fx Workpaper Manager is a tool used by accountants and auditors to organize, manage, and review workpapers for various engagements.
Accountants and auditors who are performing engagements that require detailed workpaper documentation are required to use ProSystem fx Workpaper Manager.
ProSystem fx Workpaper Manager is filled out by creating electronic workpapers, linking supporting documents, and documenting the audit trail for various engagements.
The purpose of ProSystem fx Workpaper Manager is to streamline the workpaper process, improve organization, enhance collaboration among team members, and ensure compliance with auditing standards.
Information such as audit procedures performed, evidence gathered, conclusions reached, and any exceptions identified must be reported on ProSystem fx Workpaper Manager.
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