Rachel Blacklock
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Recent activity by Rachel Blacklock-
Customiser - Trust Accounts
The Customiser for the Trust Account templates is located either; By accessing it from the Working Paper Index; orBy accessing it from within A1 - Assessment of Compliance;The Customiser for the Tr...
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Audit Plan (B40) has no figures (Lead Schedules vs Lead Schedule Summaries)
(Please note this guide is only for templates dated 2022.04 or later) When you first open up the B40, you will be prompted to select between populating the audit plan by Lead Schedule Summaries or...
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B40 - Audit Plan Fix
When you come across the B40 duplicating itself, (As shown below) In order to fix the broken Workpaper, you'll need to follow the below steps, in order to get to the fix. Step 1Right-click on the ...
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Audit Plan and Completion Report Not Linking
Audit Plan and Completion Report not linking On a rare occasion, you may enter your completion report to be greeted with a message advising that “The Completion Report requires that at least one Au...
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Audit Plan Basics
In this section of the help centre, we will be teaching you the basics of the MyWorkpapers Audit Plan, including: Where to find the Audit Plan Accessing the Audit Plan for the first time Accessing ...
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Complete the Audit Plan - Sections, Lead Schedules and Balances Display
The below image clearly defines what a section, lead schedule and balance are on the Audit Plan for your reference. Each of these items will be explored in detail on this page.SectionsEach section ...
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Complete the Audit Plan - Assessment of Risk
The default Audit Areas provided are directly linked to the audit program provided under the Mercia methodology, however, you can add in additional Audit Areas as required, which is covered a littl...
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How to complete the Analytical Review (Preliminary) workpaper
The Analytical Review (Preliminary) workpaper is designed to be completed at the planning stage of the engagement as it allows you to incorporate interim data and budget data into your review.To as...
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How to complete the Analytical Review (Completion) workpaper
To assist you in completing the Analytical Review (Completion) workpaper, we've broken our instructions down into 3 easy steps: Step 1 - Setting your Materiality and Tolerable VarianceThe first ste...
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How to use the Analytical Review (Ratio) workpaper
The Analytical Review (Ratio) document allows you to create your own ratios using the data stored within your client's trial balance. Within the one worksheet, you can create an unlimited amount of...