PS Help: Client Accounting Help
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Opening source documents

Source documents can be linked to accounts within the workpaper period to substantiate the balance of the account. If Document Manager is installed, files are linked to accounts in the period using Document Manager. If Document Manager is not installed, external files can be linked to the accounts in the period.

See Opening Document Manager files and Opening external files.

All documents have an associated cover page. The cover page enables progress tracking of reviewing and approving documents. When opening source documents, access the cover page first and then open the file. The source document opens in the associated application. See Using the source document cover page.

Related topics

Opening Document Manager files

Opening external files

Using the source document cover page

Viewing and editing the source document properties

Viewing a list of all workpapers and source documents

Linking Document Manager source documents

Deleting workpapers and source documents

Opening an existing period
Related topics

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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
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For specific taxation or accounting advice, please consult the relevant tax authority or regulator.