Integrations

Universal

• Uploading documents from FYI Docs
• Linking MyWorkpapers and FYI Docs
• MyWorkpapers Word document Data fields
• Xero: Trial Balance import
• Xero: Journal Entries export
• QuickBooks Online: Trial balance Import

AU Integrations - SMSF Client List

• Import Clients - Class, SimpleFund 360 and SuperMate

AU Integrations - Trial Balance

• SuperMate: Importing the Trial Balance
• BGL SF360: Importing the Trial Balance
• Issues with the Trial Balance import from Class, BGL 360 or Supermate

AU Integrations - Class Super

• Video Guide - How to Create Report Packages in Class Super
• Class Super (Zip File): Administrator's guide to setting up Report Packages
• Class Super (Zip File): Exporting Clients
• Class Super (Zip File): Importing Clients
• Class Super (Zip File): Exporting the Trial Balance and Reports
• Class Super (Zip File): Importing the Trial Balance and Reports

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AU Integrations - Report Pack

• Activating the Report Pack
• Sending Reports to the Working Paper Index
• Download Reports
• Refresh Reports

UK Integrations

• Sage Accounting: Journal Entries Export
• Sage Accounting: Trial Balance import
• IRIS Accounts Production & MyWorkpapers – Setup and Use
• Manually exporting the TB to IRIS Accounts Production
• Unlinking Or Resetting The IRIS Accounts Production Integration