Creating a new Lead Schedule Summary

Create a New Lead Schedule Summary

  1. Ensure you are in the Working Paper Index;

  2. Click on the Working Paper Index menu and select New Workpaper;

  3. Fill in the required fields displayed, ensuring that the Type is set to Lead Schedule Summary;

  4. Click the Create button;

  5. You will then be taken to the new Lead Schedule Summary which you have created.


At the moment, the Lead Schedule Summary will appear empty until you assign Lead Schedules to it.


Assign Lead Schedules to Your New Lead Schedule Summary

  1. Open the Lead Schedule Summary you wish to edit;

  2. From the File menu and select Edit Mode;

  3. Now that you're in the Edit Mode function, select the drop-down menu to find the Lead Schedule that you want to add;

  4. Then select the plus button to add the Lead Schedule;

  5. Continue this process until you have added all the required Lead Schedules.


Delete a Lead Schedule From The Summary

  1. Ensure that you are in Edit Mode;

  2. Select the Red cross that appears next to the account description;

  3. Then select OK to confirm that you want to delete the Lead Schedule from the summary or hit cancel to retain the Lead Schedule and return back to the screen.


To expand the Lead Schedules in order to view the accounts within each Lead Schedule, simply select the Toggle All button. Likewise, to collapse the Schedules, select the Toggle All button again.


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