Getting started with AdvanceFlow

Alerts and notices

AdvanceFlow is an engagement management application that enables you to organize and update workpapers and client workflow information that is stored in GoFileRoom.

The following information provides a summary of the main areas and procedures in AdvanceFlow such as, how to navigate in the application, perform administrative and other common tasks.

Note: To use AdvanceFlow, you must have access to your firm's documents in GoFileRoom. For more information, contact your firm's administrator.

You should be familiar with the following information before you begin working in AdvanceFlow.

  • Security. Multi-factor authentication provides an additional layer of security for your firm's confidential data, which is stronger and more secure than a simple password. The addition of at least one more layer of identity verification protects you against hacking and fraud attempts. For details, see AdvanceFlow multi-factor authentication overview.
  • Navigation. Navigation features in AdvanceFlow include menu options to change your password, preferences, access other Thomson Reuters applications, websites, and help articles. For details, see Navigating AdvanceFlow.
  • Dashboard portlets. AdvanceFlow dashboard provides an area from which to access workflow-related tools that you can customize as needed. For details, see Dashboard overview.
  • Trial Balance view. Add and customize trial balance views via the Trial Balance tab to display account information that meets your firm's needs. For details, see Customizing the trial balance view.

Application update information

User Bulletins. Regular release bulletins provide information about the latest changes—including Add-in updates—and enhancements to AdvanceFlow. For details, see AdvanceFlow user bulletins.

Performing administrative tasks

The following articles provide information about common administrative tasks in AdvanceFlow.

  • Add-Ins. AdvanceFlow Add-Ins enable you to integrate with Microsoft Office application like Excel, Word, and Outlook. For details, see AdvanceFlow Add-Ins overview.
  • Security and permissions. Users with administrative permissions can add, delete, and configure permissions for other staff, and more. For details, see AdvanceFlow security overview.
  • Manage account groupings. Users with administrative permissions can set up account groupings at the firm or engagement level. For details, see Managing account groupings for your firm.
  • Adding clients. Client names and numbers can be added to the client lookup list in GoFileRoom. For details, see Adding clients.

Performing common tasks

The following articles provide information about how to manage engagements in AdvanceFlow.

  • Engagements. The Engagements overview article consists of a list of links to help articles that provide information about adding an engagement, editing engagement properties, rolling forward and finalizing an engagement, and much more.
  • Folders. The Folders overview article consists of a list of links to help articles that provide information about adding, moving, renaming, and deleting folders in AdvanceFlow.
  • Workpapers. The Workpapers overview article consists of a list of links to help articles that provide information about adding and copying workpapers, editing workpaper properties, exporting workpapers, signing off on workpapers, and much more.
  • Trial balance data The Trial balance overview article consists of a list of links to help articles that provide information about adding new accounts, adding tickmarks, assigning account types, comparing trial balances, consolidating trial balance data, and much more.
  • Reports The Creating reports article consists of a list of links to help articles that provide information about the different reports that are available in AdvanceFlow.

Additional resources

Additional help resources are available to help you get started with AdvanceFlow.