MyWorkpapers is pleased to announce the following updates made on our platform.
Enhancements
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[UK] Sage Integration: Users will now be able to import Trial Balance data directly from Sage accounting into MyWorkpapers.
Please see our help centre guide on how to use the Sage integration. For details on all integrations available within MyWorkpapers, visit our Integrations page. -
Docm supporting Documents: We have enabled the ability for users to import .docm type word documents in files. This includes the ability to use the Data fields function. You can find the latest Datafields template in our help centre.
Bug Fixes
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Client Queries: “Bulk send to WPI” function has been restored for Client Queries workpaper.
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Periodic files: “Year to date” columns are now displayed correctly in Lead Schedules
- Read only documents on archived files: Supporting document will no longer create a new version of documents when user enters office online on archived files.
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