Workflow Management
Interlinking Workpapers
Introduction Workpapers Sorted now makes it easier to manage workpapers by allowing you to link existing workpapers from the same or other jobs as read-only references. Any updates made to the original workpaper will automatically show wherever it’s ...
Job Status Updates in Workpapers Sorted
Introduction This article guides you through the process of changing the status of jobs created workpapers added in Workpapers Sorted. It provides a brief description of each job and workpaper status and explains how you can update the status of any ...
Creating Staff - (Non-Xero Users)
Introduction Here's how you can easily add your non-Xero users as staff in Workpapers Sorted to enable them to log in and start preparing workpapers. Staff members can have one of the following statuses: Invited: Displayed after sending an ...
Managing Review Notes
Introduction We have added a dedicated module specially designed to improve the efficiency of the review process. This module includes Financial Summary and Review Notes. The previous 5 years' Financial Summary helps to perform analysis of ongoing ...
Manage Wokflow Using Labels
Introduction Labels are a helpful feature in organising and categorising jobs within Workpapers Sorted. This article provides a step-by-step guide on how to create and add labels for jobs. How to Create Workflow Labels Step 1: Log in to Workpapers ...