One of the benefits of using Smart Workpapers is that the workpapers can be customised to your firm.


The first step to customising your firms worksheets is to read the following articles on customisations:


If you have read the above articles and it seems like something you or your team can work through, then us training you may be the right option. However, if these type of functions don’t come naturally to anyone in the team, then we would recommend having our team perform the customisations for you.


We train you


There are two options for one of our team members to train you, a web session, or onsite training.


Web session 


This consists of a one hour session via zoom covering basic customisations and costs $295 excl GST.  Prior to this training session, we ask the participants to have read the above articles on customisations.  Your firm will need to provide one of the worksheets you would like customised, and our team will walk through it with you and teach you how to make the required changes.  We ask you come armed with any questions you have to ask to make the most of the one hour time limit.


Onsite Training 


One of the business fitness trainers will attend your office for up to half a day to work with you and the team and costs $1,795 excl GST.  The session will depend on your level of knowledge and requirements of the firm.  We can start from the basics covered in the three articles above on customisations, to the more complex formulas and coded actions.  We can work through a variety of your worksheets to show different functions and how they work, as well as covering the formatting of the customised worksheets.


We do it for you


In this option, our Smart Workpaper experts make the changes required for your firm. The investment for these changes is $1,475 excl GST for 5 worksheets, or $295 excl GST per hour and we provide a fixed quote based on the number of hours required to complete the customisations you require.


In this option, our team can take your worksheets and make them compatible with our Smart Workpaper templates.  It is important to note that we do not create a worksheet from scratch, and will require a worksheet with working formulas to be provided.  If your worksheet has formulas that link to other worksheets, our team can take care of that.  Our team will also reformat your worksheets to make them the same style as the other smart workpaper templates.


We are able to add any of the functions mentioned in the help files for Customisations Using Named RangesFormulas and Coded Actions or Customising Opening Balances.  


To proceed with this option, our team will require you to send in the worksheets you want customised, with an exact description of everything you would like changed.  If you change your mind on the customisations you would like done, it will come at an additional cost.


Business Fitness will add another user to your Smart Workpapers account with administrative rights.  This will allow us to upload the completed worksheets and/or starter files specific to your firm.


If you are interested in any of the above options for customisations, please contact content@businessfitness.net.