Working Papers

Using Working Papers
Accounting Working Papers: Tools and Templates to Help Streamline Your Validation Processes Workpaper is a method of validation of data set that you i...
Wed, 15 May, 2024 at 8:55 AM
Checking Workpapers : as an "accountant"
Select your Client, and click "Workpapers" Select the Period that you are working on - Accountant will manually add the "Expected"...
Tue, 9 Mar, 2021 at 8:29 AM
Checking Workpapers : as a "reviewer"
Select your Client, and click "Workpapers" Select the Period that you are working on - Press the Pink Human Icon, this confirms that you hav...
Wed, 15 May, 2024 at 8:19 AM
Checking Workpapers: for expected value
From below example, June 2016 has a value of $1188, it confirmed from the Ledger with amount of $1,187.50. With this "Expected Value" is same to t...
Wed, 15 May, 2024 at 9:00 AM
Delete workpapers
Select your Client, and click "Workpapers" Press "Delete" Click here to watch "Working Papers Module Overview"
Fri, 26 Apr, 2024 at 11:46 AM
Import documents from files to workpapers
Select your Client, and click "Workpapers" Press "Add Set" Fill the details - Select "From "Library" "Fr...
Wed, 1 May, 2024 at 8:15 AM
Remove 'documents/files' from Workpapers
Select your Client, and click "Workpapers" Select the item. Press "Remove" via "Document" at the left sideĀ  Cli...
Wed, 1 May, 2024 at 10:44 AM
Upload Documents to Workpapers
Select your Client, and click "Workpapers" Press "Add Set" Fill the details - You have an option to "Upload Files" of...
Tue, 9 May, 2023 at 7:07 AM
Working Papers - How to Revert a Set from Complete to Drafting
In order to unlock the form, you need to be a "Reviewer", because "Accountant" cannot unlock the workpapers. Below example shows that...
Wed, 2 Sep, 2020 at 11:57 AM
Worksheet and Ledger in Workpaper
This Worksheet and Ledger on works for Depreciation. This is automated once you've added "Depreciation" via LodgeiT Tools"
Sun, 18 Sep, 2022 at 9:42 PM