This article is applicable for those using go.myworkpapers.com.
Class Integration Options
There are two Class buttons on Trial Balance import.
The first button is for those users who have full access to funds in Class. If you have restricted access i.e. auditor then this login will not work for you.
It is recommended that you have full access and use this first button as this will allow you to use the Report Pack feature in the Working Paper Index.
The second button is for users who have restricted access i.e. auditor. This will only allow the Trial Balance to be imported and mapped.
Importing Clients with Class can only be accessed via the Class New login requirements above.
If you have any further questions regarding Class integrations please do not hesitate to submit a Help Centre ticket and our support team will get back to you as soon as possible.