Updating the file period

Before continuing, it is important to note that you must have the Sign off, rename and delete files permission activated for your user role from the Roles and Permissions feature. If you do not have this permission activated then you will not be able to access the below feature.

**NOTE** You can only edit the period of an file within 100 days of creating the file. If you want to update the financial period of an file after 100 days please contact the MyWorkpapers Support.

To edit the financial period of an file, simply:

  1. Access the My Files menu;

  2. Search for the file you would like to delete;

  3. Select the desired file from the search results;

  4. Click on eiter the Period or the Prior period date to reveal the date selector;

  5. Select the appropriate period end date from the date selector;

  6. Click on the Save icon;

  7. You have successfully updated the period end of the file.

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