Rachel Blacklock
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Articles
Recent activity by Rachel Blacklock-
Adding the External Firm Queries Workpaper
In order to send queries to an External Firm, your client's file must have an "External Firm Queries" workpaper. SMSF file templates (AU) have a set workpaper referenced A1 - Administrator Queries....
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Notifying The Auditor Of Your Query Responses
Location of the Notify ButtonThe Notify button makes it simple for Administrators to let the firm know when they’ve taken action on queries within a fund. You’ll see the Notify button in two places...
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Audits In Progress - Queries With Auditor
Upon accessing the SMSF Dashboard, users will be directed to the main landing page, which provides a comprehensive overview of key activities. The SMSF Dashboard is split into 3 sections: Clients, ...
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Administrator Statuses
To fully optimise the functionalities of the SMSF dashboard and enhance the efficiency of SMSF audit workflow management, we have created the Administrator Statuses within the SMSF Dashboard Admini...
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SMSF Notification Fallback System
To fully optimise the functionalities of the SMSF dashboard and enhance the efficiency of SMSF audit workflow management, we have created the SMSF Notification Fallback SystemThe SMSF Notification...
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Default Notification Team
To fully optimise the functionalities of the SMSF dashboard and enhance the efficiency of SMSF audit workflow management, we have created the 'Default Notification Team' Locating The Default Notif...
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Xero General Ledger Import
In this article, we will show you how to import the General Ledger from Xero to MyWorkpapers.1. Select Import from the Trial Balance page:2. Select "Connect to Xero" 3. Enter your Xero details and ...
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Restoring Previous Versions of a Supporting Document
After uploading a support document, each time you do an edit a new version is created. This also allows you to restore to all previous versions of the document by using the version history found at...
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What template is your File using
In this guide, we will take you through how to identify what template your file is using. From the Working Paper Index, select the File dropdown;Select File Details:You will then see the template u...
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Uploading a support document
Uploading your file/s (Drag and drop)1. In the working paper index open the folder you wish to upload the supporting document in. 2. In your computer, select the file/s you wish to upload, left cl...