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  1. MyWorkpapers
  2. Help Videos

Help Videos

Here are some of our key features being demonstrated for you to follow

Getting Started

  • Importing Your Prior Year Figures by CSV (Video tutorial)
  • Importing a Trial Balance via CSV (Video tutorial)
  • The Dashboard (GS1)
  • Adding Clients (GS2)
  • Navigating the My Files Page (GS3)

SMSF Audit and SMSF Administrators (Australia Only)

  • SMSF Fund List Import (SMSF1)
  • BGL Desktop Trial Balance import (SMSF2)
  • Importing an SMSF Trial Balance via Integration (Class) (SMSF3)

SMSF Audit (Australia Only)

  • Creating SMSF Administrators (SMSFA1)
  • Administrator Users and Administrator Portal (SMSFA2)
  • Creating an SMSF Audit File (SMSFA3)
  • Streamlining the Audit (SMSFA4)
  • Customising and Completing the Audit Program (SMSFA5)

Engagement File

  • Changing the year end of a file (Video tutorial)
  • Restoring a folder or workpapers (Video tutorial)
  • Updating your clients name (video tutorial)
  • Unable to Roll Forward (Video tutorial)
  • Updating your file name (Video tutorial)
  • Repopulating the Audit Plan (Video tutorial)
See all 31 articles

Workflow Manager

  • Using the Workflow Manager (WFM1)
  • Creating Custom Workflows (WFM2)

Integration

  • Importing a Trial Balance from Bright (Video turorial)
  • Exporting journals from MWP to Bright (Video tutorial)
  • Setting up IRIS branches (Video tutorial)
  • Linking a client in IRIS to MWP (Video tutorial)
  • Importing Journals to IRIS (Video tutorial)
  • Importing a Trial Balance from IRIS (Video turorial)
See all 9 articles

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