Just these help pages, not phone support or the product itself
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Workpapers enables you to create and maintain electronic workpapers for your clients.
The Workpapers tab displays the financial periods created for the selected client and the properties of each period. A list of the To Do items associated with each workpaper period are also displayed.
The Workpapers tab only appears if Workpapers has been purchased.
Select period table — displays all the workpaper periods that have been created for the selected client. You can:
click Add period to add a new workpaper period
click a workpaper period to select it — the selected workpaper period is highlighted in blue
click Open to open the selected period
click Delete to delete the selected period
Status of Selected period— displays information about the period which is selected in the Select period table
To Do— lists the To Do items that have been created for workpaper periods for the client. This allows you to track and manage workpapers tasks that are being worked on. The To Do item should be given a subject description that is unique so that it can be easily identified.