Microsoft Office Online
Working Paper Index overview and basic navigation
- Accessing File Details
- Functions toolbar
- File menu
- Folders
- Deleting and restoring a folder or document
- Sort Working Paper Index
Recording and summarising Journal Entries
- Accessing the Journal Entries menu
- Adjusted vs Unadjusted Journals
- Processing a Journal Entry
- Adding a new account to the Trial Balance by Journal Entry
- Changing Journals to/from Adjusted and Unadjusted
- Deleting a Journal
Completing programs, checklists and other workpapers
- Accessing Mercia Example Documents (Audit Templates)
- Risk - Filters
- Creating Risks
- Adding In-Text Referencing and Data Fields
- Completing procedures
- Referencing
Supporting Documents
- Zip Folder Upload
- Uploading supporting documents - into the working paper index
- Adding a Hyperlink on Office Online
- Editing PDF Documents
- Checking out supporting documents
- Editing supporting documents on your local computer
Adding and resolving Review Points
Copying workpapers
Lead Schedule Summaries and Lead Schedules
- How to show/hide Lead Schedules within the Working Paper Index
- Display the Net Profit in a lead schedule
- Adding a new Lead Schedule to an existing Lead Schedule Summary
- Lead Schedules
- Lead Schedule Summaries
- Adding Comments to Lead Schedule Summaries and Lead Schedules