Lead Schedule Summaries and Lead Schedules
Each folder in the Working Paper Index which relates to a financial statements area includes automated Lead Schedules and Lead Schedule Summaries which are linked to the imported and mapped client Trial Balance. The Lead Schedules are integrated with the Journal Entries feature, so all adjustments to your data will be displayed along with the final data in the Lead Schedule.
- 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
- SMSF Lead Schedules and Lead Schedule Summaries (Australia Only)
- Lead Schedules
- Lead Schedule Summaries
- Adding Comments to Lead Schedule Summaries and Lead Schedules
- Adding supporting documentation to Lead Schedule Summaries and Lead Schedules
- Bulk referencing and annotations
- Bulk sign-off - Lead Schedule Summaries