Learning & Support
User Guides
- How to create a binder
- How to import a trial balance using Excel
- How to align client opening balances (Active Workpapers)
- How to use the online and Excel binder
- How to link various records to a binder
- How to add your own worksheet to a binder
- How to perform journals and compare and reinstate import runs in Workpapers
- How to create and action internal notes and client queries
- How to use the QA Centre
- How to send a job for review
- How to use review mode
- How to best review a compliance job
- How to complete and export a binder
- How to use the external reporting feature
- How to set up and use account swinging