Adding Manual Client in Workpapers Sorted

Introduction

Workpapers Sorted now allows users to manually add clients, making it easy for those who do not use Xero and  log in manually. You can choose to add a single client or multiple clients in bulk.

Follow the simple steps below to get started.

Adding Clients

Step 1: From the Client List page, click the Add Client button located at the top right corner of your screen.

Step 2: A side panel will appear with two options: Add Single Client or Add Multiple Clients. Select the option that suits your need.

Step 3: Enter the client’s primary details, including Client Name, ABN, Entity Type, Physical Address, Postal Address, and any other relevant information. Once done, click Save.

Step 4: Once saved, the client will be added successfully, and a confirmation toast message will appear at the bottom of your screen.

Adding Clients Using an Excel File

Step 1: Click on Add Clients  from the Client List page.

Step2: Click on Add Multiple Clients.

Step 3: Drag and drop your Excel file or upload it from your device folder.

Step 2: A side panel will open, displaying two tables: one showing the columns in Workpapers Sorted and the other showing the columns in your uploaded file. The uploaded file will also be displayed on the left of your screen.

Step 3: Match each Workpapers Sorted column with the corresponding column from your Excel sheet. 

Note: For example, if Workpapers Sorted has a Client Name column, select the column in your file that contains client names.

Step 4: Once all columns are mapped correctly, click Save & Create Clients. This will import and process the data from your Excel file.

Step 5: The clients will be added, and a confirmation message will appear at the bottom of your screen.

To learn more about the process, explore best practices, and make the most of our features, please visit our Knowledge Base. Contact our Support team if you need any assistance.

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