You asked and we delivered. You can now download the Aider Period Close Checklists as Word documents.
Available for both the GST and financial year checklists, this enhancement makes it easier than ever to streamline your period close workflow using Aider.
What benefits does it have for advisors?
All the checklist details in a handy shareable document Now you can quickly resolve questions about transactions and the data by sharing the details with your client or internally.
Add comments and notes effortlessly Easily capture additional details and client feedback - e.g. to clarify why certain data alerts have been reviewed and deemed safe to ignore.
Print or save as PDFs to add to your workpapers document repository Now Aider’s checklists can be added effortlessly to your client workpapers and document repository.
How does it work?
Select the checklist and period you want to download, then click the download icon on the same menu bar.
When the Word document version is downloaded, you can open and…
Add comments and notes: Either type directly into the content area, OR select a word or data and right-click (Control-click on a Mac) to add a comment.
Print or save as PDF for your workpapers repository. This makes the document not editable, which is better for audit trails.
We’re not done improving…
Our team is working hard to help you simplify your data due diligence process. Watch out for more Period Close enhancements to come!
