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  1. MyWorkpapers
  2. Clients and files

Clients and files

Discover how to create new clients, edit client details, how to create new files, and more

Import Clients

  • Import Clients via CSV

Creating and updating clients

  • Client list
  • Accessing the client list
  • Creating a new client
  • Updating client details
  • Filtering the client list
  • Creating and editing custom fields for your clients
See all 8 articles

Creating and accessing files

  • 02/2021 - Mercia updates and how to use new workpaper features
  • Rolling Forward your File (Mercia Changes Nov 2022)
  • Rolling Forward your File
  • Creating a new file
  • Searching for files
  • Opening and closing a file
See all 7 articles

Client and file maintenance

  • Changing Your Currency
  • Changing the year end of a file
  • Updating the client name
  • Updating the file name
  • Deleting files
  • Updating the file period
See all 7 articles

Creating SMSF Clients

  • Manually Create SMSF Clients

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