MyWorkpapers
Categories
- Getting started Under the Getting Started menu you will find all you need to know to get started using MyWorkpapers.
- User access and permissions Learn how to add, edit, delete or suspend users and how to add users to an engagement team
- Dashboard Become familiar with the MyWorkpapers Dashboard and learn about the five widgets that sit within the dashboard.
- Workflow Manager Learn how this tool can help you manage the status and workflow for all of your files in your firm.
- Clients and files Discover how to create new clients, edit client details, how to create new files, and more
- Integrations Become familiar with all integrations linked with MyWorkpapers
- Trial Balance Learn to use the Trial Balance portal by uploading & importing and applying and utilising our accounting structures
- Excel Connect Learn how to use our Excel Connect functionality by understanding how to create formulas and apply data fields
- General Ledger Learn to use the General Ledger portal such as uploading & importing your GL via CSV and How to do it from Xero
- Working Paper Index The Working Paper Index is your online file. complete programs, upload supporting documents, and much more
- Workflow Learn how to create your own firm Workflow and how to add, edit and delete Workflow Steps, Sections and Tasks.
- File completion and archive Learn about completion statistics, along with how to print, store, and archive your files
- Customising the Working Paper Index Learn how to customise and create new programs, checklists, and forms
- External Firm Portal & SMSF Dashboard External Firm Portal & SMSF Dashboard for Audit and SMSF file types.
- Client Portal Learn how to link, interact and work alongside your client's using MyWorkpapers
- Firm templates Learn how to create your own firm templates.
- Audit Content Packs | Exempt, General Audit and Review Here is our content packs covering Exempt, General Audit, and Review content
- Audit | SMSF & Audit | Trust Accounts (Australia Only) Audit | SMSF (Australia Only) & Audit | Trust Accounts
- Periodic Files Creating, navigating & working periodic & monthly files
- MyWorkpapers Academy Learn how to use MyWorkpapers Academy to enhance your knowledge
- Release notes Keep up to date with our latest product releases, content updates and platform upgrades
- Help Videos Here are some of our key features being demonstrated for you to follow
Promoted articles
- Signing up to the Help Centre
- Setting up BrightID
- Two Factor Authentication Using App
- New login page
- Accessing Live Chat
- Workflow Manager - Viewing Files Assigned to Staff Members
- Rolling Forward Your File (Mercia Exempt Changes 2024)
- Assigning Staff Users To A FIle
- File Re-Allocation
- Changing Your Currency
- Uploading documents from FYI Docs
- Linking MyWorkpapers and FYI Docs
- Importing a Trial Balance From Bright
- Exporting Journal Entries To Bright
- How to create a dual codes file
- How to change your accounting structure
- Changing an account description
- Xero - General Ledger Import Wizard
- Accessing the General Ledger
- General Ledger Import Wizard (Custom CSV)
- Risk - Filters
- Creating Risks
- Zip Folder Upload
- Uploading supporting documents - into the working paper index
- Review Point Types Missing
- Accessing Template Resources
- Assigning Client Checklists
- Audit Plan (B40) has no figures (Lead Schedules vs Lead Schedule Summaries)
- Audit Plan and Completion Report Not Linking
- Cannot see our latest Mercia content release notes?
- Importing a Trial Balance from Bright (Video turorial)
- Exporting journals from MWP to Bright (Video tutorial)