PS Help: Client Accounting Help
Page tree

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

Version 1 Next »

https://help.myob.com/wiki/x/lyGEAQ


 

 

Close

How satisfied are you with our online help?*

Just these help pages, not phone support or the product itself

0
1
2
3
4
5
Very dissatisfied
Very satisfied

Why did you give this rating?

Anything else you want to tell us about the help?

Viewing a list of all workpapers and source documents

Use the View all workpapers option on the Tasks bar to view a list of all workpapers and documents which are associated with the period. This option also enables you to add / link, open and delete workpapers and documents.

To view a list of all workpapers and source documents

  1. Open the workpapers period.


    2. See Opening an existing period.
    The Prepare Trial Balance (Workpapers) table is displayed.

  2. Click View all workpapers on the Tasks bar.


    3. The Trial Balance (Workpapers) window opens.
    A list of all the documents for the period is displayed. The client and period details are displayed at the top of the window. From this window you can add, link, open and delete workpapers and / or documents.
    Use the table headings to sort information within the table. Click the Document heading to sort the rows in the table alphabetically by document name. Click the Code heading to sort the rows in the table numerically by account number.

  3. Click Close.


The Trial Balance (Workpapers) window closes.

Related topics

Adding workpapers

Linking Document Manager source documents

Linking external source documents

Opening workpapers

Opening source documents

Deleting workpapers and source documents

Opening an existing period
Related topics

Was this information helpful?

Yes
No

Why not?



That's no good. Try searching the help again. Or maybe the community forum can help answer your question.

Sorry to hear that. Maybe our community forum can help.

How would you improve this page?

Unfortunately, we won't be able to respond to your feedback. Please don’t enter any personal information—if you need urgent help, contact our support team instead.

Thanks for your feedback.

Thanks! Anything you'd like to add?

We’d love to know what worked so we can keep improving our help. Please don’t enter any personal information—if you need more help, get in touch with our support team.

practiceSolutionsHelp
Accountants and Partners
Client Accounting
AE Assets Live (AU)
AE Assets Live (NZ)
AE Statutory Reporter (AU)
AE Statutory Reporter (NZ)
AE Workpapers (AU)
Workpapers (NZ)
AO Assets Live (AU)
AO Assets Live (NZ)
AO Statutory Reporter (AU)
AO Workpapers (AU)
Australia
New Zealand

Copyright 2023 MYOB Technology Pty Ltd. All rights reserved. This help topic is provided as a guide only, in accordance with our Legal Disclaimer.
For specific taxation or accounting advice, please consult the relevant tax authority or regulator.