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Adding workpapers and source documents

During workpaper preparation, workpapers are attached and documents are linked to accounts in the period. The following types of files can be attached or linked to accounts or to the period:

Workpapers — these documents are used to calculate and substantiate the balance in the account.

See Adding workpapers and Opening workpapers.

Document Manager files — if Document Manager is installed, Document Manager is used to link files on your system to the accounts in the period. Files are linked to accounts in the period to substantiate the calculations in the workpaper.

See Linking Document Manager source documents and Opening source documents.

External files — if Document Manager is not installed, external files can be linked on your system to the accounts in the period. Files can be linked to accounts in the period to substantiate the calculations in the workpaper.

See Linking external source documents and Opening source documents.

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Adding workpapers and source documents

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Adding workpapers and source documents

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