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The To Dofunction (AE users only) lets you track and manage the workpaper tasks that you are working on, and assign tasks to employees. You can create a To Do directly from a workpaper.
The To Do table lists the:
employee who has a To Do assigned
high, medium or low priority
status: Not started, Planned, In progress, Complete, Risk and Problem.
Workpaper To Do items can be accessed from various windows and tabs:
The Workpapershomepage is opened by clicking the Workpapers icon on the Tool bar and provides the summary of all your In Progress Workpapers. This summarises what work you have for your clients currently. The Workpapers homepage provides easy Access to the Trial Balance (Workpapers) tab for each client represented is provided by hyperlinks. See Workpapers homepage.
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Accountants and Partners
AE Assets Live (AU)
AE Assets Live (NZ)
AE Statutory Reporter (AU)
AE Statutory Reporter (NZ)
AE Workpapers (AU)
AO Assets Live (AU)
AO Assets Live (NZ)
AO Statutory Reporter (AU)
AO Workpapers (AU)
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