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  1. MyWorkpapers
  2. Customising the Working Paper Index
  3. Creating new Lead Schedule Summaries and Lead Schedules

Creating new Lead Schedule Summaries and Lead Schedules

Whilst there is a range of existing lead schedules within MyWorkpapers, you can also create your own Lead Schedules and Lead Schedule Summaries. A Lead Schedule will contain a list of accounts grouped together by their nature or type, whereas a Lead Schedule Summary will contain a summary of all Lead Schedules that exist within one folder.

  • Creating a new Lead Schedule Summary

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