03/2018 AU and UK - QBO and General Items – MyWorkpapers

MyWorkpapers is pleased to announce that new features and updates are available on our platform.

QBO Integration

Imports your Trial Balance directly from QBO 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 QBO integration.

Read - only Users

Firms can now add read-only users to their login who will only be able to view selected files. Handy for any reviews, client insights and other such users.

Click here to learn more about Read-only users.

Additional Class Reports (AU Only)

Import more reports directly from Class into Myworkpapers via the report pack. The additional reports added are:

General Ledger
Statement of Financial Position
Statement of Profit or Loss / Operating Statement.
Tax Reconciliation
Investment Summary
Rental Statement
Member Statement
Realised Capital Gains
Unrealised Capital Gains
Investment Strategy Comparison
Summary Investment Income
Distribution Reconciliation Report
Detailed Investment Income
Investment Movement
Investment Performance
Investment Statement
Member Contributions
Pension Payments

Click here to learn more about Report Pack.

Other Additional Improvements

Improved User Access (was Staff List) Module
Allowed to bulk create 'Files not yet started'
Re-instated BGL XML Import option (AU Only)
Re-instated Class Original Client Import option (AU Only)
Ensured PDF Previewer works for PDFs uploaded by external users.