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Workpapers

tabWorkpapers

enables you to create and maintain electronic workpapers for your clients.

The Workpapers tab displays the financial periods created for the selected client and the properties of each period. A list of the To Do items associated with each workpaper period are also displayed.

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The Workpapers tab only appears if Workpapers has been purchased.

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titleThe Workpapers tab shows the following section:
  • Select period table  displays all the workpaper periods that have been created for the selected client. You can:

  • click Add period to add a new workpaper period

  • click a workpaper period to select it — the selected workpaper period is highlighted in blue

  • click Open to open the selected period

  • click Delete to delete the selected period

  • Status of Selected period  displays information about the period which is selected in the Select period table

  • To Do  lists the To Do items that have been created for workpaper periods for the client. This allows you to track and manage workpapers tasks that are being worked on. The To Do item should be given a subject description that is unique so that it can be easily identified.

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