Financial Reporting

Finalised

Find completed packs ready for stakeholders and auditors.

Flowchart

flowchart LR
  A[Open Finalised] --> B[Select completed engagement]
  B --> C[Open Final Packs / Exports]
  C --> D[Share with stakeholders]
  D --> E[Optional handoff to Auditor]

Flowchart: Finalised workflow flowchart for Financial Reporting. Enable JavaScript to view the interactive diagram, or follow the numbered steps below.

Steps

Open Finalised to list engagements that have completed preparation.
Open the engagement to confirm statements and packs are locked as expected.
Use Final Packs, Reports, or Exports for stakeholder delivery.
Keep version history when you need to explain what changed.
Hand off to Auditor when statutory audit work begins on the same FY.

Flowchart

Steps

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