Rachel Blacklock
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Articles
Recent activity by Rachel Blacklock-
Fast Archive
From the top navigation bar, go to the File menu and select Completion and Archive;The audit partner can sign-off the engagement file. The date of partner sign-off populates to the below Step 3 ‘Au...
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Removing accounts from the Trial Balance
In this guide, we will take you through how to remove accounts from the trial balance manually. Go to the Trial Balance Page;Select the File Dropdown and select "Edit Mode"Locate the account you w...
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Exporting the Trial balance to IRIS Accounts Production
This guide steps you through the process of exporting a Trial Balance from MyWorkpapers into IRIS Accounts Production, using a range of popular bookkeeping packages. Export the Trial Balance from M...
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Managing External Firm Users
The practitioner can control which External Users have access to the External Firm Portal. Once an External Firm User has been created the practitioner can:Suspend the user login accountActivate a ...
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Renaming Workpapers
Renaming Workpapers and Supporting DocumentsSupporting documents that are uploaded to the working paper index will be named what they are called on the local computer prior to uploading. To change ...
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Replacing a Document
In this guide, we will take you through the steps of how to replace a supporting document with a newer version.You are able to do this action via 2 methods; Replacing via the Working Paper Index; L...
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Applying an accounting structure
Once the Trial Balance has been imported you are able to map the accounts using an Industry Template or a Custom Template. Industry TemplatesAn Industry Accounting Structure Template is an Account...
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How to Edit the Accounting Structure
Accessing Editing from Client File View Select Trial Balance in the client file; Ensure the Trial Balance has been imported. See here for instructions on importing the Trial Balance. Once importe...
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Unable to Map the Trial Balance
If you are unable to map the trial balance, this will usually be due to not having applied an accounting structure. The guide below will take you through how to activate this. The key identifier th...
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How to show hidden workpapers
In this guide, we will show you how to display hidden workpapers; Select options from the Working Paper Index; Tick show inactive workpapers Hidden workpaper will then display in the folders;...