Rachel Blacklock
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Articles
Recent activity by Rachel Blacklock-
File Completion (EF6)
The file completion steps and indicators, including partner sign-off and archive.
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Staffing and Roles and Permissions (EF8)
An overview of MyWorkpapers roles and permissions, and adding staff members to the staff list.
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Check In | Check Out Supporting Documents (EF9)
The purpose and use of the supporting document check-in and check-out function.
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Communicating with your Clients (EF10)
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Importing a CSV Trial Balance (EF11)
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Office Online (EF12)
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Industry Accounting Structures (EF13)
Learn how to use and edit our Industry Accounting Structures.
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Custom Accounting Structures (EF14)
Learn how to create and apply a Custom Accounting Structure.
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Journals (EF15)
Learn how to create journal entries in your file.
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Importing a Trial Balance via Integration (Xero) (EF16)
Learn how to import a trial balance via our integrations.