Step 1 - Choose your Import Source and Login
Ensure you are in the Working Paper Index of the fund you want to begin auditing;
Click on Working Trial Balance | Import Working Trial Balance;
- Select superMate as your import source;
On the Import screen, enter in your superMate username and password;
- Click Connect to securely connect to superMate.
Step 2 - Import a Fund
On the Import from fund screen select the appropriate Site code for the fund you would like to import;
Select the Fund name you would like to import;
Hint: Start typing the name of the Fund to quickly scroll through results
Click Import from this fund.
Step 3 - Review Your Import
You have now successfully imported your fund into MyWorkpapers. All of the folders and lead schedules for the fund have been automatically and dynamically created for you.