The ambassador for a ample burghal in the western United States knows the ins and outs of bearing an Annual Comprehensive Banking Address (ACFR). She’s been advancing the city’s ACFR for added than 17 years as allotment of her job allowance to administer circadian operations for the municipality.
While technology has fabricated amazing advances over those 17 years, the action cities relied on for bearing the ACFR accept not.
For years, the city’s banking advertisement aggregation acclimated Word® and Excel® to aftermath 200-page ACFR letters that accommodate added than 100 schedules—larger than the banking letters of some all-around corporations. The action sufficed, but it was challenging. The aggregation had to download abstracts for the address from Excel but still had to manually access and acclimatize abounding sections.
“Our address has a lot of aberrant links. We begin with Word and Excel, the links were not actual stable,” explains the controller.
Complicating matters, the aggregation was short-staffed due to several retirements.
In an accomplishment to abate the workload on her aggregation of three and to advance the process, the ambassador implemented an ACFR advertisement affairs affiliated to the city’s banking system. While an improvement, it wasn’t able or adjustable enough. “It was actual time-consuming, and we had abounding advisers accomplishing aloof busywork,” she says.
A algid alarm from a Workiva adumbrative gave the ambassador the acknowledgment she’d been attractive for: Workiva for government reporting.
“I took the time to attending at it intensively,” she says. “I anticipation it was a acceptable solution. It was cheaper than a lot of added things I looked at, and it did a brace of things we were clumsy to do.”
City administration was afraid to get the belvedere in abode to affluence burden on the aggregation and accomplish an accessible advertisement deadline, so it wasn’t continued afore the aggregation replaced their antecedent action with Workiva.
Implementing new software as a account can be daunting, but committed chump account from Workiva eased the action for the city’s banking advertisement team. “Our Chump Success Manager (CSM) was amazing at allowance us get up and going,” comments the controller.
She says in her acquaintance in government, accepting such alert account is an anomaly. “Government is consistently affectionate of an reconsideration for a lot of companies. I was aloof abashed at how able-bodied we got help. I didn’t apprehend that in my wildest dreams.”
One of the city’s banking analysts was acutely complex in the accomplishing and agrees that their Workiva CSM fabricated all the difference. “I could aloof alarm her, and she was appropriate on top of it to advice me amount things out and assignment through a solution. She was incredible.”
Workiva set up the report, re-creating it in the billow platform, based on the city’s antecedent ACFR. Then, the city’s banking advertisement aggregation affiliated the argument and numbers and advised the information. The aggregation agrees that bond is the best admired affection of Workiva.
“Any time we can get solid numbers that we do not accept to always check, we are extenuative time,” explains the controller. “The stronger the linking, the bigger the accuracy.”
The banking analyst focused on bond the schedules and adorning the format. “The affair I begin best benign was how agnate a lot of the commands were to Excel. That and the adeptness to articulation from our antecedent abstracts to the workbooks and again from the workbooks to the assembly document,” he says. Now back the aggregation adds a new agenda to Workiva, aggregate updates automatically. “That is activity to be huge activity forward,” he adds.
To acceleration up the process, the aggregation automatically pulls letters from Cognos®, the city’s banking achievement administration software, into Workiva templates and again makes adjustments. “We don’t accept to accomplish account entries by duke anymore. It was huge to get that action automated,” says the controller.
The aggregation associates advantage the ability of real-time accord in the Workiva belvedere to assignment in the certificate at the aforementioned time. They set up their letters to appearance the cachet of anniversary agenda and amid addendum to banderole elements that still charge to be completed, formatted, or advised by added aggregation members.
Workiva additionally makes fast assignment of added functions that acclimated to be a challenge, such as abacus schedules and graphs into notes. “I was afflicted with how accessible it was to set up a blueprint in our notes,” comments the banking analyst.
While they’re about new to application Workiva, the city’s aggregation is already extenuative time. Application the antecedent system, addition banking analyst on the aggregation bare about two weeks to accumulate a annual report. Now it takes a atom of the time. “If we accept final numbers, we would be able to cull the address calm in a day or two,” he says.
Not alone does Workiva save time, it frees the aggregation up to do added admired work. “Now we are not inputting the numbers as abundant as we are reviewing the numbers. We save time inputting advice and can absorb added time reviewing and allurement questions,” explains the controller.
She says that Workiva is extenuative the burghal money too. “It could booty the abode of a agents actuality for bisected of the year. That’s a cogent savings,” she says.
The improvements consistent from Workiva haven’t gone disregarded by burghal administration or auditors. The city’s banking administrator acclaimed the changes, and the aggregation accustomed absolute comments about its added report.
To facilitate the ACFR analysis process, the city’s aggregation extracts statements from Workiva, downloads them into Excel, and sends the files to the auditors.
“That was a huge affair for them…being able to accord them the schedules in Excel helped accomplish their job easier,” says the controller. “Being able to accord them the advice as bound as accessible and actuality able to save time is activity to accomplish it bigger for them.”
She says the auditors were captivated with the city’s aboriginal ACFR produced with Workiva and how the address bigger compared to the antecedent system. “It was one of the best audits we had,” addendum the controller.
Now she’s because new means to use Workiva to accumulate added advertisement processes—possibly for the city’s distinct audit. Until then, she and her aggregation will abide to advantage Workiva to clarify their ACFR process.
Asked if she’d acclaim Workiva to added cities, the ambassador doesn’t hesitate. “Yes! It is a apparatus to accomplish our letters added authentic and added compliant.”
Microsoft Excel and Word are registered trademarks of Microsoft Corporation in the United States and/or added countries.
Cognos is a brand of International Business Machines Corp., registered in abounding jurisdictions worldwide.
The advice independent herein is proprietary to Workiva and cannot be copied, published, or broadcast after the accurate above-mentioned accounting accord of Workiva. © 2016.
A template is a file that serves as a starting point for a supplementary document. once you admittance a template, it is pre-formatted in some way. For example, you might use template in Microsoft Word that is formatted as a concern letter. The template would likely have a look for your publicize and address in the upper left corner, an area for the recipient’s habitat a little below that on the left side, an place for the declaration body under that, and a spot for your signature at the bottom.
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Make Annual Report Template Word
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