Moving a workpaper

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

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You can move a workpaper from one account to another. This is useful if you’ve added a workpaper to the wrong account.

You can also rename the workpaper during the move.

When the workpaper is moved to the selected account, all linked accounts and values are updated.

Open the workpapers period. See Opening an existing period. The Prepare Trial Balance (Workpapers) table is displayed.
Select the workpaper or document in the table.
Select the checkbox next to the workpaper or document.
Click Move workpaper on the TASKS bar. The Move Workpaper dialog is displayed.
Select an account from the To account dropdown. The workpaper will be moved to this account.
If you want to rename the workpaper, change the text in the Workpaper name field.
Set the Rollover options:
- Rollover this workpaper to the next period—tick this checkbox to roll over the workpaper to the next period. During rollover, the previous workpapers period is used as a base. If you tick this option, this workpaper will be recreated and attached to the same account in the next period.
- Retain links to all external documents—tick this checkbox to include links to all documents that are linked within the workpaper when it is rolled over to the next period. If you tick this option, a list of all external documents is copied to the new workpaper when it is rolled over to the next period.
Click OK.

Related topics

Adding workpapers

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