Displaying Uncreated Files and Creating New Files
- Select the options button on the right-hand side of the screen;
- Select the tick box for Show files not yet started. Note this search can be filtered by Period or Type;
- In addition to creating files through My Files, new files can be created using Workflow Manager. Select Create file;
- Select the template, prior period, period year-end, and period start date. Select either create, create and open a file, or create and roll forward a file;
A client may be made inactive in Workflow Manager to ensure they do not appear on the files not yet started list and a file is not created accidentally for lost clients.
- Select Mark client as inactive;
- To re-active clients select My Files and Clients;
- Select the Client and the Business tab;
- Select tick box for Client is active?
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