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 a file within 100 days of creating the file. If you want to update the financial period of a file after 100 days please contact the MyWorkpapers Support.

To edit the financial period of a file, simply:

  1. Access the My Files page from the top navigation bar by clicking on My Files not the drop-down menu;

  2. Search for the file you would like to edit the period for;

  3. Select the desired file from the search results;

  4. Click on the Period date to edit. Click on the date again to reveal the date selector;

  5. Select the appropriate period end date from the date selector (including the day);

  6. Click on the Save icon;

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

    mceclip4.pngTips and tricks: If the Prior Period doesn't appear to update, refresh your screen. 

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