Rachel Blacklock
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Recent activity by Rachel Blacklock-
Types of sections
There are several different types of sections that can be added to a new workpaper, providing you with a flexible set of 'building blocks' to choose from to customise your new workpaper. The types ...
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Adding new procedures, sub-procedures and headings
Once you have added your new section in your workpaper, you can add new headings, procedures, and sub-procedures in the same way in which you have added them when editing an existing program or che...
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Types of Symlinks
The types of SymLinks provided in MyWorkpapers include:MaterialityWorking Trial BalanceFull Profit and LossFull Balance SheetJournal EntriesUnadjusted Differences SummaryAdjusted Differences Summar...
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Creating a new Symlink
To create a new Symlink, simply:Ensure you are in the Working Paper Index;Click on the Working Paper Index menu, and select New Workpaper;Fill in the required fields displayed, ensuring that the Ty...
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Adding new review point types
To add a custom review point type in an engagement file, simply:Ensure you are in the Working Paper Index of the client;Click on the Working Paper Index menu and select New Workpaper;On the New Wor...
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Accessing Edit Mode
Before you can edit the procedures in programs and checklists, you will need to access the edit mode of the program or checklist. Access to Edit Mode is restricted to those roles granted access thr...
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Editing procedures
Once in Edit Mode, you can edit any of the text on screen, including titles, headers, procedures, and guidance information.To edit any of the text, simply:Ensure you are in Edit Mode in the selecte...
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Deleting procedures
To delete an entire procedure from an audit program or checklist is easy, simply:Ensure you are in Edit Mode in the selected program or checklist;Identify the procedure you wish to delete;Click on ...
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Adding procedures and sub-procedures
In a program or a checklist if you need to add additional procedures, or want to add sub-procedures under a pre-existing procedure it is quick and easy. New ProcedureTo add a new procedure:Ensure y...
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Adding headings
There will be times when you wish to add new headings into your program or checklist and then add procedures under the heading or change the existing headings to better suit your firm's requirement...