In this guide, we will take you through uploading supporting documents directly into your Trial Balance.

1. Locate your supporting document locally on your computer.

2. Drag the Supporting Document over the top of the account it references:

3. Release your mouse, and then the upload pop-up will appear

4. Review the Supporting Document title and edit if required. Once done, you can click Upload File:

5. Your Supporting Document has now been uploaded to the working paper index. You can access the document and sign this off directly from the Trial Balance