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
- 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 The "External Firm Portal" is now available 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 & Monthlies 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
- Accessing Live Chat
- 02/2021 - Mercia updates and how to use new workpaper features
- File Re-Allocation
- Changing Your Currency
- Uploading documents from FYI Docs
- Linking MyWorkpapers and FYI Docs
- Accessing the General Ledger
- General Ledger Import Wizard (Custom CSV)
- Creating Risks
- Zip Folder Upload
- Assigning Client Checklists
- Audit Plan (B40) has no figures (Lead Schedules vs Lead Schedule Summaries)
- Audit Plan and Completion Report Not Linking