Presentation on theme: "Montana Legislative Audit Division Joe Murray - Presenter Electronic Workpapers Using Microsoft Office."— Presentation transcript:
Montana Legislative Audit Division Joe Murray - Presenter Electronic Workpapers Using Microsoft Office
Reason for Move to Electronic Workpapers Increase efficiency Decrease duplication New generation auditors Use Microsoft Office Word, Excel, Access, etc.
Why We Use Microsoft Office? Low cost (existing software met needs ) Documentation already exits Small staff (12 people) Familiar with software (user- friendly)
Implementation Started with small (pilot) projects Working group Developed policies/guidelines Moved to all projects 100% in place Only used by Performance Audit staff Resistance by Financial & IT staff
Why Have Some Resisted? Future use of software questionable Govt does change quickly/often Not enough memory for storage More than enough-more added Dont like change Wont have choice Analyzing other packages
MS Office E-Workpapers Create folders where work is saved Use MS Office applications Word, Excel, Access, Outlook, etc Other applications Scanners to create Pdf files Save websites Save e-mails
MS Office E-Workpapers Hyperlinks provide link between documents Excel spreadsheet provides index Organized by subject folder Supervisor review Report drafts