12/2017 - AU - Xero Integration, SMSF Report Pack + More!

MyWorkpapers are pleased to announce new features are available on for all users once your account has been upgraded.

Accounting Structures

Apply either an Industry Accounting Structure template to produce a standardised profit and loss and balance sheet or create your own Custom Accounting Structure. The Industry templates map the account codes to pre-set lead schedules which populates the Accounting Structures and the relevant workpapers. 

Click here to learn more about the Trial Balance import and creating Accounting Structures. 

Xero Integration

A seamless integration between Xero and MyWorkpapers that imports the Trial Balance in a few seconds with a few clicks. Simply ensure your integration details are updated on your profile and the file year end dates match to be ready for import.

Click here to learn more about the Xero integration.

Report Pack

SMSF users can now achieve additional time savings and increased efficiencies with the ability to import selected Reports directly from Class Super and Simplefund 360.

This new integration will import reports from Class Super and Simplefund 360 into the engagement file, saving time moving between these applications, as well as enhanced tracking of document versioning.

Click here to learn more about the Report Pack. 

PDF Previewer

You are now able to view PDF documents uploaded to a file within the workpaper of a file.  Simply open the workpaper or supporting document and the content of the PDF document will display in browser, ready for review, download or print.  

Click here to learn more about the PDF Previewer.

Letter Header, Letter Footer and Signatures

Our new features allows more firm personalisation with the ability to add letterheads, footers and signatures to Livedocs in your files. Dependant on your permissions you can add, preview, print and download these as documents ready to send to clients or file. For further information please click here.

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