Rachel Blacklock
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Articles
Recent activity by Rachel Blacklock-
Audits Completed - Management Actions
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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Audits Completed - No Actions
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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Creating a new External Firm
To create a new External Firm in MyWorkpapers, simply: Ensure you are on the Dashboard; On the top navigation bar, click on the My Files menu and select External Firms; Click on the Add New Extern...
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Creating External Firm Users
To create an External firm user follow the simple instructions below; Creating a user from the External Firms module Creating a user from the User Access module Creating a user from the External Fi...
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Changing External firms for External firm users
To add or remove an External firm user follow the simple instructions below:Go to the User Access Module; Ensure you are on the External firm users tab;When in the External firm users tab the Exter...
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Activating, Suspending and Deleting 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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Accessing, Editing and Deleting External Firms
Editing External Firms Deleting External Firms Editing External FirmsExternal Firms can be edited at any stage. Access the External Firms module from the My Files dropdown menu; You will then be ...
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External Firm Portal Guide
Contents Introducing MyWorkpapers How does MyWorkpapers affect me as the External Firm? How will MyWorkpapers save me time? How and when do I access MyWorkpapers? How do I respond to queries? Retr...
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Accessing The SMSF Dashboard - Auditor
The SMSF Dashboard will give you insights into files that are in progress or awaiting action with any of your SMSF Audit files. To access this, simply follow the steps below: Log In & Access Extern...
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Mapping Statuses To The SMSF Dashboard
To fully optimise the functionalities of the SMSF dashboard and enhance the efficiency of SMSF audit workflow management, it may be necessary to map any unique statuses within your custom templates...