Smart Workpaper Features

User guide on how to use features of the Smart Workpapers.

Setting up your Smart Workpapers Account
When your firm sets up Smart Workpapers, the administrator will set up a user account for you.  From there, you will receive an email inviting you to start ...
Fri, 30 Jun, 2017 at 3:28 PM
Home Page
The home page is an important part of Smart Workpapers, it contains a lot of client specific information that is used throughout the workpapers. Below is a...
Tue, 30 Jul, 2019 at 5:32 PM
Adding, Deleting & Reordering Worksheets
Adding Workpapers  Click on the "Insert" button to add workpaper. Workpapers can be added and deleted via the index page and worksheets...
Mon, 16 Sep, 2019 at 4:04 PM
Generating an Index
The generate index feature will generate a list of all available worksheets into the Index page on the starter file.  Note: that the "Generate Inde...
Mon, 16 Sep, 2019 at 4:03 PM
Using the Summary on the Index Page
There are a number of Smart Workpapers that have a summary of information included on the index page (e.g. the Loan Calculator, Company Debit Loan and ...
Tue, 29 Nov, 2016 at 11:39 AM
Workpapers Tab
Installing and Activating To activate the workpapers tab first, download the latest add-in from the Smart Workpapers website - for more information see...
Tue, 30 Jul, 2019 at 5:33 PM
Workpaper Items
Adding an item - you can add an item a few different ways: Workpapers tab -"Manage All" and selecting "Add" (click here for mor...
Fri, 16 Mar, 2018 at 2:32 PM
Import Opening Balances
Import Process Where you have used Smart Workpapers in the prior year, you have the ability to "rollover" worksheets.  The worksheets used in th...
Tue, 30 Jul, 2019 at 5:33 PM
Other Features on the Index Page
This user guide details several features on the index page to enable users to track items such as Client Queries, Review and Rework, Checklist Items, Workp...
Tue, 30 Jul, 2019 at 5:34 PM
Inspect Balance Calculations & Go To Source Button
Various worksheets now allow you to inspect a balances calculation or go directly to the source worksheet.  This allows a user to identify the origin of a ...
Thu, 1 Aug, 2019 at 8:05 PM