Getting started
Getting Started Guides
Basics
- Help Centre: How to Split-Screen Tab or Multi-Tab (viewing multiple tabs at the same time)
- Example Documents
- Confirming your browser is up to date
- How to clear your Browser Cache
- What is MyWorkpapers
- Browser and connection requirements
Logging in
- Two Factor Authentication (2FA) FAQ
- Two-Factor Authentication
- Troubleshooting: Password resets
- Logging in for the First Time
- Reset your Login Password
- Locked out and deactivated account
Profile settings
Firm settings
Top Tips
User access and permissions
Adding and removing users
Roles and Permissions
- MyWorkpapers Lite - Default User Role Permissions
- How the Roles and Permissions module works
- Accessing the Roles and Permissions module
- Example Roles and Permissions layout
- Editing Permissions
- Engagement file permission override
Changing Access for External Users
Dashboard
Activity Feeds
Your Files
Review Points
My Recent Files
Key Document Completion
Workflow Manager
What is the Workflow Manager
How to set up the Workflow Manager
How to use the Workflow Manager
Creating custom status workflows
Clients and files
Import Clients
Creating and updating clients
- Client list
- Accessing the client list
- Creating a new client
- Updating client details
- Filtering the client list
- Creating and editing custom fields for your clients
Creating and accessing files
- ★ 02/2021 - Mercia updates and how to use new workpaper features
- Rolling Forward your File (Mercia Changes Nov 2022)
- Rolling Forward your File
- Creating a new file
- Searching for files
- Opening and closing a file
Client and file maintenance
Creating SMSF Clients
Integrations
Universal
AU Integrations - SMSF Client List
AU Integrations - Trial Balance
AU Integrations - Class Super
- Frequently Asked Questions - Class API updates
- Video Guide - How to Create Report Packages in Class Super
- Class Super (Zip File): Administrator's guide to setting up Report Packages
- Class Super (Zip File): Exporting Clients
- Class Super (Zip File): Importing Clients
- Class Super (Zip File): Exporting the Trial Balance and Reports
AU Integrations - Report Pack
UK Integrations
Trial Balance
Importing the Trial Balance as Custom CSV
Accessing and creating Custom Accounting Structure templates
Editing Accounting Structures
Mapping the Trial Balance
Editing and Exporting the Trial Balance
Working Paper Index
Microsoft Office Online
Working Paper Index overview and basic navigation
- Functions toolbar
- File menu
- Folders
- Deleting and restoring a folder or document
- Sort Working Paper Index
- Editing references and descriptions
Recording and summarising Journal Entries
- Accessing the Journal Entries menu
- Adjusted vs Unadjusted Journals
- Processing a Journal Entry
- Adding a new account to the Trial Balance by Journal Entry
- Changing Journals to/from Adjusted and Unadjusted
- Deleting a Journal
Completing programs, checklists and other workpapers
- ★ Creating Risks
- Adding In-Text Referencing and Data Fields
- Completing procedures
- Referencing
- Adding comments
- Sign-off and completion
Supporting Documents
- ★ Zip Folder Upload
- Editing PDF Documents
- Uploading supporting documents - into the working paper index
- Checking out supporting documents
- Editing supporting documents on your local computer
- Downloading supporting documents
Adding and resolving Review Points
Lead Schedule Summaries and Lead Schedules
- How to show/hide Lead Schedules within the Working Paper Index
- Display the Net Profit in a lead schedule
- Adding a new Lead Schedule to an existing Lead Schedule Summary
- SMSF Lead Schedules and Lead Schedule Summaries (Australia Only)
- Lead Schedules
- Lead Schedule Summaries
Tickmarks
Report Pack (SMSF Only)
Workflow Diagram
What is the Workflow Diagram
How to set up a Workflow Diagram
How to import a Workflow Diagram
File completion and archive
File completion, archive and lock
Printing and storing a file offline
Customising the Working Paper Index
Customising programs and checklists
- Accessing Edit Mode
- Editing procedures
- Deleting procedures
- Adding procedures and sub-procedures
- Adding headings
- Reordering procedures
Creating new programs, checklists and forms
Customising the Review Point types
Creating new Lead Schedule Summaries and Lead Schedules
Creating Symlinks
Creating Analytical Review workpapers
External Firm Portal
External Firms and Users
External Firm Queries Workpaper
External Firm Portal
Digital Document Transfer
Client Portal
Client Portal – For Staff
Client Portal – For Your Clients
Firm templates
Accessing and creating firm templates
Adding template content
Customising template content
Edit sign-off roles
Audit | Audit and Exempt Content Packs (UK Only)
Audit Plan B40 (UK Only)
B33 Audit Plan (UK Only)
- ★ Audit Plan and Completion Report Not Linking
- Audit Plan Basics
- Complete the Audit Plan - Sections, Lead Schedules and Balances Display
- Complete the Audit Plan - Marking Items as Material
- Complete the Audit Plan - Creating and Deleting Risks
- Complete the Audit Plan - Financial Statement Level Risks
Using the Analytical Review workpapers
Calculating Materiality
Audit | General Audit and Review Content Packs
Audit and Review
Customiser - Audit and Review
A Folder - Administration and Completion
B Folder - Completing the Audit and Review Plan
C Folder - Internal Control Evaluation
Importing and mapping the Trial Balance - Audit and Review 1.0
Audit | SMSF (Australia Only)
Customiser - SMSF (Australia Only)
Importing and mapping the Trial Balance - SMSF Audits (Australia Only)
A2 Audit Program (Australia Only)
B1 - Preliminary Engagement Activities (Australia Only)
B4 – Audit Strategy (Australia Only)
B5 Materiality (Australia Only)
B7 Risk Assessment (Australia Only)
How to access Administrator Portal and Queries (Australia Only)
SMSF 4.0
Audit | Trust Accounts (Australia Only)
Trust Account Templates (Australia Only)
Trust Account Clients (Australia Only)
Customiser - Trust Accounts (Australia Only)
A1 Assessment of Compliance (Australia Only)
A2 Summary of Breaches (Australia Only)
B2 Auditor or External Examiner Independence (Australia Only)
B5 Risk Assessment (Australia Only)
Year End
Year End | Generic
Year End | SMSF (Australia Only)
Periodic Files
Monthlies
Release notes
Platform Updates
- 12/2022 - v22.9.0 Release notes
- 11/2022 - v22.8.0 Release notes
- 10/2022 - v22.7.0 Release notes
- 09/2022 - v22.6.0 Release notes
- 06/2022 - v22.5.0 Release notes
- 05/2022 - v22.4.0 Release notes
AU Content Updates
- 07/2022 - AU Content Release Notes
- 07/2021 - AU content release notes
- 05/2021 - AU content release notes
- 04/2021 - Word Data Fields
- 03/2021 - AU New Accounting Structure
- 02/2021 - AU - Audit 2.3 (Aus & Int), YearEnd 1.3 Updates
UK Content Updates
- 12/2022 - UK content release notes
- 11/2022 - UK content release notes
- 03/2022 - UK content release notes
- 08/2021 - UK content release notes
- 07/2021 - UK content release notes
- 05/2021 - UK content release notes
Help Videos
Getting Started
SMSF Audit and SMSF Administrators (Australia Only)
SMSF Audit (Australia Only)
Engagement File
- The Engagement File Explained (EF1)
- Working with Supporting Documents (EF2)
- Working with Review Points (EF3)
- Using the Workflow Diagram (EF4)
- Copying Workpapers from Other Files (EF5)
- File Completion (EF6)