Rachel Blacklock
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Recent activity by Rachel Blacklock-
B5.2 Materiality (AU)
Calculating materiality is one of the fundamental concepts in auditing. MyWorkpaper's materiality workpaper provides you with an automated, but highly flexible workpaper, ensuring that you can effe...
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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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Accessing the Firm Template module
To access the Firm templates, simply:Ensure you are on the application Dashboard; On the top navigation bar, click on the Dashboard drop-down arrow and select Manage Templates;You will then be take...
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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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Custom Template Sign Offs
When creating a custom template for your firm, there is also the feature to create custom Sign-off roles which will present within your created custom template. 1. Whilst creating a custom templat...
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Edit sign-off roles
Sign-off roles can be edited for each file and set for each of your firm templates. For instructions on accessing the edit sign-off roles within a file see our help centre here: From Dashboard sele...