Rachel Blacklock
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Recent activity by Rachel Blacklock-
Software compatible with MyWorkpapers
Below is a listing of some of the common accounting software platforms which are compatible with the MyWorkpapers trial balance integration function:XeroQuickBooksClass SUperBGLSupermateBelow is a ...
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Trial Balance format
Once you have exported the client trial balance to an appropriate format, we recommend that you complete the following checks to ensure the validity of the data:Ensure the account number, account n...
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Profit & Loss and Balance Sheet
Included in the Working Paper Index is a fully automated summary of Profit & Loss and summary Balance Sheet based on the imported and mapped client Trial Balance. These documents are 'live' and can...
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Manage Templates - updates 03/2022
"Manage Templates" page allows users to create their own Firm Templates to be used for their clients' files. Users can personalise and add their own contents that suits their firm/clients.Historica...
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Creating new templates
To create a new Firm template, simply: Go to the "Manage Templates" module from the Dashboard dropdown; Click on "New Template" to expand the New Template form section; Type the name of the ne...
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Drafting, releasing and archiving templates
Each template in the manage templates module can either be set as:DraftThis is the status of the template which should be used when the template is in development / being customised for your firm. ...
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Customising template content
Once you have added the folders and workpapers to your template you can customise the individual folder and workpaper names, reference, order, and content contained within them in the same way as y...
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Assigning Client Checklists
We have now added a feature that allows you to assign specific checklists to your client users via the client portal. In the below guide, we will cover exactly how this can be done; Assigning the p...
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Creating Client Queries
The Client Queries list can be accessed from;The Review Points tab dropdown menu: 2. Client Queries can be quickly created from;The Review Points tab dropdown menu: Or from within the Client Querie...
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Supporting Documents and Client Queries
Within a Client Query, you can drag and drop supporting documents to upload directly into a specific query. Drag and Drop Drag and Drop Multiple Files at Once Send to WPI Deleting Supporting Docume...