Here’s how to maximise efficiency and clarity when using the platform for advisory jobs.
Summary of Best Practice
Use a standardised procedure template for advisory jobs
Leverage “Other Schedules” to structure your work efficiently.
Use internal comments and client queries to maintain clear communication.
How to Apply It
Set up a procedure template for advisory jobs
Create a procedure template for advisory work
Allow team members to mark items as “N/A” when not relevant, but ensure the template is broad enough to cover most advisory scenarios.
Organise work using “Other Schedules”
Use the “Other Schedules” section to create worksheets for different aspects of the job.
Document and Communicate Effectively
Use internal comments to discuss or clarify points within the team, ensuring everyone is aligned.
Raise client queries within the workpaper to document questions for the client.
Review and Certify the Work
Once the work is completed, ensure the advisory workpaper follows the usual certification process. Assign roles such as Preparer, Reviewer, or Approver to ensure quality control before delivering the final output to the client.