Displaying uncreated files

Contents

• Displaying Uncreated Files and Creating New Files

• Inactive Clients

Displaying Uncreated Files and Creating New Files

1. Select the options button on the right-hand side of the screen;
2. Select the tick box for Show files not yet started. Note this search can be filtered by Period or Type;
   
3. In addition to creating files through My Files, new files can be created using Workflow Manager. Select Create file;
   
   
4. 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;

Inactive Clients

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.

1. Select Mark client as inactive;
2. To re-active clients select My Files and Clients;
   
3. Select the Client and the Business tab;
4. Select tick box for Client is active?