A workpaper period can be for an annual financial period or for a custom financial period based on a periodic general ledger. For example, a monthly or quarterly period.

1. Click the Client Accounting > Workpapers tab.
2. On the Tasks bar, click Add period. The New Workpaper Period Configuration window appears.
3. In the Date range section, fill in:
   
   • the Description of the workpaper. This can be up to 100 characters.
   • the Starting from and Ending on dates in the format DD/MM/YYYY.
4. Click Add.
   The new period is created and the Prepare Trial Balance (Workpapers) window appears.
5. Repeat the procedure for each reporting period that you will prepare.

1. Click the Client Accounting > Workpapers or Trial Balance tab.

2. In the Select Period table, click the period that you want to delete.

3. On the Tasks bar, click Delete period. The Confirm Delete Workpaper window appears.
4. Click Yes. The workpaper period is deleted.