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Getting Started
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
The Engagement File Explained (EF1)
Working with Supporting Documents (EF2)
Working with Review Points (EF3)
Using the Workflow Diagram (EF4)
Copying Workpapers from Other Files (EF5)
File Completion (EF6)
See all 17 articles
Workflow Manager
Using the Workflow Manager (WFM1)
Creating Custom Workflows (WFM2)
Integration
Export Journal Entries to Xero (Int1)