Rachel Blacklock
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Recent activity by Rachel Blacklock-
12/2022 - v22.9.0 Release notes
MyWorkpapers is pleased to announce the following updates made on our platform.EnhancementsTrial Balance import - Step 2 of the CSV import process will now have the “Reset previously mapped values”...
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11/2022 - v22.8.0 Release notes
MyWorkpapers is pleased to announce the following updates made on our platform. Enhancements [UK] Enhanced Risk Management: new features on audit files will be available from Nov 8, 2022. See t...
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10/2022 - v22.7.0 Release notes
MyWorkpapers is pleased to announce the following updates made on our platform. Enhancements / Bug fixes Word datafields: Multi line address issue is now fixed. All multi line address datafield...
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09/2022 - v22.6.0 Release notes
MyWorkpapers is pleased to announce the following updates made on our platform. Enhancements Excel connect feature: A checkbox has been added for all excel document workpapers to enable the ex...
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Registering for MyWorkpapers Academy
MyWorkpapers Academy provides you with access to our on-demand training modules. You'll need to be set up with a login to the MyWorkpapers Academy platform. Simply email our Client Success Team at...
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Logging in to MyWorkpapers Academy
Logging InOnce you are registered for MyWorkpapers Academy, you can access the login page either by:Selecting the 'MyWorkpapers Academy' option from the '?' menu option when logged into MyWorkpaper...
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MyWorkpapers Academy Manager Profile
As a manager user in MyWorkpapers Academy, you will be able to see the course progress for all users assigned to your practice.Your 'manager' profile is linked to your 'worker' profile, so there's ...
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Downloadable Resources for Private Training
Before you attend either your online private training webinar(s) or onsite training session, please download the following resources. Your trainer will work through examples with you and you'll n...
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Creating a Periodic File
Initial PeriodTo create a Periodic file (either Monthly or Quarterly), you must first have created a year-end file. If you do not know how to create a year-end file, please see Creating a new file....
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Importing a Trial Balance into a Periodic File
To import a trial balance into a Periodic file follow the steps below: 1. In the client file, click on the Trial Balance tab; 2. Click on the Import Trial Balance button; 3. You will then be taken...