Managing Workpaper
Track Status: Mark as Completed
Introduction Once all workpapers within a job are marked as completed, the job status automatically updates to Ready for Review, and can now be processed for further processing by the reviewer. Alternatively, you can eliminate this process by marking ...
Add, Remove and Preview Workpapers
Introduction In Workpapers Sorted, manage and organise workpapers seamlessly to maintain accurate financial records. This guide offers a detailed walkthrough on how to add, preview, mark as complete, and remove workpapers within Workpapers Sorted, ...
Roll Forward Workpapers
Introduction You can Roll Forward Workpapers to subsequent years if the same workpaper applies there as well. Follow the steps below to roll forward workpapers and remove the roll forward when not required. How to Roll Forward and Remove Roll Forward ...