Rachel Blacklock
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Recent activity by Rachel Blacklock-
Completion status
Each Step in the Workflow Diagram displays its completion status, including overall completion status (either being completed, in progress of not started) and the number of Tasks completed out of t...
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How to import a Workflow
Myworkpapers allows you to import a Workflow from another client engagement file, firm template, or from an industry template.To import a Workflow:Select the Import Workflow button from the Workflo...
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What is a Workflow
The Workflow is a helpful feature of MyWorkpapers and allows firms to create a step-by-step guide for the audit or accounts team to follow, effectively allowing firms to hold the hand through any ...
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How to Import Report Packs from Class and Simplefund 360
Contents Accessing the Report Pack Send to WPI Individually Send to WPI Bulk Send to WPI Refresh Reports Report Pack Listing SMSF users can now achieve additional time savings and increased effi...
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How to show/hide Lead Schedules within the Working Paper Index
To display the Lead Schedules within the Working Paper Index, please follow the steps below:Access the Working Paper IndexClick OptionsTick Show Lead Schedules To hide the Lead Schedules within the...
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Display the Net Profit in a lead schedule
To display the net profit on an equity lead schedule, please:Access the Lead Schedule where you want the Net Profit to be displayedClick File | Edit Mode** Note: You will need appropriate permissio...
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Adding a new Lead Schedule to an existing Lead Schedule Summary
Adding your new Lead Schedule to an Existing Lead Schedule Summary will enable it to be displayed correctly in its sections, as well as grouping the Accounting structure items accurately. Adding a ...
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Lead Schedules
An example of the Lead Schedules included in MyWorkpapers can be seen below: Referencing From a Lead ScheduleReferencing from the Lead Schedule is used to connect to supporting documents or other ...
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Lead Schedule Summaries
In addition to the Lead Schedules that you will see in MyWorkpapers, you will also find Lead Schedule Summaries, which is a summary of a group of Lead Schedules.A summary of the features of a Lead ...
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Adding Comments to Lead Schedule Summaries and Lead Schedules
To add comments to Lead Schedule Summary and Lead Schedule simply:Ensure you are in the Working Paper Index of the file; Select the Lead Schedule Summary or Lead Schedule; Next to the account you w...