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If the workpaper is not related to a specific account, attach the workpaper to a period. This is called non-account specific documents and can include workpapers such as the Review Points or Client Queries.  Image Removed
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Go to the client’s Client Accounting > Trial Balance (Workpapers) tab and click a period in the Select Period section.On the TASKS bar, click Open Period. The period table appears.
Select the Non-account specific documents checkbox.On the Tasks bar, click Add workpaper. The Add Workpaper window appears.Leave the Account field blank.In the Select workpaper template section, select the Category and Template.Enter a new workpaper name for the client account. Each workpaper name needs to be different.If available, click your preferred rollover option:
| Rollover this workpaper to the next period | Rollover the workpaper to the next period. During rollover, the previous workpaper period is used as a base.
The current workpaper is recreated and attached to the same account in the next period. |
| Retain links to all external documents | Include links to all documents which are linked within the workpaper when it is rolled over into the next period. If Document Manager is installed, you can add links to Document Manager files in the workpaper. If Document Manager is not installed, you can can open and viewed linked documents from within the workpaper. |
Click Add.
If an error message appears, saying the workpaper name is already taken:
- If you want to go back and change the workpaper name:
- Click Yes.
- Change the name.
- Click Add.
- If you want to keep the existing workpaper name but add a number to the name, click No.
The workpaper is attached below the account in the period table with a workpaper icon (
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