Because every practice is a bit different, we strongly recommend a Product Champion or Pilot Team from your practice does a test run of this workflow, using the documented processes prepared earlier, to ensure everything runs smoothly. Once you know everything's good, you can redo the implementation in a live environment to roll out to the rest of your practice.
Learn how to add workpapers, link source documents and enter adjusting journals. You'll also learn about working with assets registers and approving and finalising workpapers.