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  • Essential - Removing Supporting Documents

    In this guide, we will walk you through the process of quickly deleting and restoring a supporting document from the Trial Balance. Deleting a Supporting DocumentLocate the account your supporting ...

  • Essential - Adding a Note

    In this guide, we will take you through how to add a note to a specific account in the Trial Balance.In the Trial Balance, select the 3 dots to the right of the account you wish to add a note.2. Se...

  • Essential - Office Online Quick Access

    In this guide, we will take you through how to quickly access Office online for either a Word or an Excel document.1. Locate the account with the supporting document attached. Click the paperclip t...

  • Essentials - Adding Supporting Documents

    In this guide, we will take you through uploading supporting documents directly into your Trial Balance.1. Locate your supporting document locally on your computer.2. Drag the Supporting Document o...

  • 09/2025 - v25.9.1 Release notes

    MyWorkpapers is pleased to announce the following updates made on our platform.EnhancementsBank transaction data now displays dates in a consistent DD/MM/YYYY format for improved readability and da...

  • Xero - Automated Workpapers

    In this guide, we will take you through how to use the Xero Automated Workpapers.Please Note: Automated Workpapers is compatible with Exempt templates only, and a Xero Trial Balance is required to ...

  • 09/2025 - v25.9.0 Release notes

    MyWorkpapers is pleased to announce the following updates made on our platform.Important NoteThe journal creation modal feature from the previous release has been temporarily reverted due to user f...

  • 08/2025 - v25.8.1 Release notes

    MyWorkpapers is pleased to announce the following updates made on our platform.Bug fixesMinor updates and bug fixes have been released

  • 08/2025 - v25.8.0 Release notes

    MyWorkpapers is pleased to announce the following updates made on our platform.Enhancement:Xero trial balance import will now also import general ledger information in the background

  • Importing a Trial Balance from Bright (Video Tutorial)