What's new at TeamMate®

Gain insights with dashboards that let you see and do more. Our click-through dashboards help auditors stay on task and provide audit leaders transparency into the audit status. Dashboards help your team stay focused on what’s important and are easily shared for reports. New updates include snapshot views to help auditors and audit leaders to quickly see Issues, Risks, Controls, and more within their specific Projects. Additionally, audit teams can easily see Test Results within or across Projects to identify trends or gaps requiring attention.

Updates include scheduling of start and end dates to automate updates, additional filter options to focus on tasks, issues, or status information important to each viewer, capturing coaching notes, and updates to time tracking.

Turn data into information, turn information into action. Audit work is often organized into Folders and/or sub-folders containing multiple related tests, procedures, workpapers, etc. Auditors can assign a status to the folder (“Completed”, “Successful”, etc.) and create reports at the Folder level. These folder-level reports provide audit leaders and colleagues with a summary view into overall project status. It’s now easier to keep your audit leadership team up to date on overall progress of workpapers and/or procedures.