Montana Legislative Audit Division Joe Murray - Presenter Electronic Workpapers Using Microsoft...
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![Page 1: Montana Legislative Audit Division Joe Murray - Presenter Electronic Workpapers Using Microsoft Office.](https://reader036.fdocuments.us/reader036/viewer/2022062417/5514da9b550346b0338b5560/html5/thumbnails/1.jpg)
Montana Legislative Audit Division
Joe Murray - Presenter
Electronic Workpapers
Using Microsoft Office
![Page 2: Montana Legislative Audit Division Joe Murray - Presenter Electronic Workpapers Using Microsoft Office.](https://reader036.fdocuments.us/reader036/viewer/2022062417/5514da9b550346b0338b5560/html5/thumbnails/2.jpg)
Reason for Move to Electronic Workpapers
Increase efficiency
Decrease duplication
New generation auditors
Use Microsoft Office• Word, Excel, Access, etc.
![Page 3: Montana Legislative Audit Division Joe Murray - Presenter Electronic Workpapers Using Microsoft Office.](https://reader036.fdocuments.us/reader036/viewer/2022062417/5514da9b550346b0338b5560/html5/thumbnails/3.jpg)
Why We Use Microsoft Office?
Low cost (existing software met needs )
Documentation already exits
Small staff (12 people)
Familiar with software (user-friendly)
![Page 4: Montana Legislative Audit Division Joe Murray - Presenter Electronic Workpapers Using Microsoft Office.](https://reader036.fdocuments.us/reader036/viewer/2022062417/5514da9b550346b0338b5560/html5/thumbnails/4.jpg)
ImplementationStarted with small (pilot) projects
Working group• Developed policies/guidelines
Moved to all projects100% in place
Only used by Performance Audit staffResistance by Financial & IT staff
![Page 5: Montana Legislative Audit Division Joe Murray - Presenter Electronic Workpapers Using Microsoft Office.](https://reader036.fdocuments.us/reader036/viewer/2022062417/5514da9b550346b0338b5560/html5/thumbnails/5.jpg)
Why Have Some Resisted?
Future use of software questionableGov’t does change quickly/often
Not enough memory for storageMore than enough-more added
Don’t like changeWon’t have choiceAnalyzing other packages
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MS Office E-Workpapers
Create folders where work is saved
Use MS Office applicationsWord, Excel, Access, Outlook, etc
Other applicationsScanners to create Pdf filesSave websitesSave e-mails
![Page 7: Montana Legislative Audit Division Joe Murray - Presenter Electronic Workpapers Using Microsoft Office.](https://reader036.fdocuments.us/reader036/viewer/2022062417/5514da9b550346b0338b5560/html5/thumbnails/7.jpg)
MS Office E-Workpapers
Hyperlinks provide link between documents
Excel spreadsheet provides indexOrganized by subject folderSupervisor reviewReport drafts
![Page 8: Montana Legislative Audit Division Joe Murray - Presenter Electronic Workpapers Using Microsoft Office.](https://reader036.fdocuments.us/reader036/viewer/2022062417/5514da9b550346b0338b5560/html5/thumbnails/8.jpg)
Example of Electronic
Folders
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Electronic Index
![Page 10: Montana Legislative Audit Division Joe Murray - Presenter Electronic Workpapers Using Microsoft Office.](https://reader036.fdocuments.us/reader036/viewer/2022062417/5514da9b550346b0338b5560/html5/thumbnails/10.jpg)
Benefits & ChallengesBenefitsLow costUser-friendlyAgencies provide
compatible info/data“Easy” implementationUse existing applications
ChallengesWorkpaper organizationCreative documentation
and reviewOffice-wide buy inWorkpaper security-
shared storage
![Page 11: Montana Legislative Audit Division Joe Murray - Presenter Electronic Workpapers Using Microsoft Office.](https://reader036.fdocuments.us/reader036/viewer/2022062417/5514da9b550346b0338b5560/html5/thumbnails/11.jpg)
On-Going Improvements
Implemented standardized folders Created consistency in
workpaper organization
ThumbdrivesUsed if secure data neededBack-up
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Standardized Folders Now Used
![Page 13: Montana Legislative Audit Division Joe Murray - Presenter Electronic Workpapers Using Microsoft Office.](https://reader036.fdocuments.us/reader036/viewer/2022062417/5514da9b550346b0338b5560/html5/thumbnails/13.jpg)
End of Audit (Workpaper Archive)
Archive directory & CD
Immediate/easy access when needed
Follow records retention requirements
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Montana Legislative Audit Division
Joe Murray - Presenter
Electronic Workpapers
Using Microsoft Office