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, Workpaper Status, etc. 

For information on inserting or deleting workpapers see the Adding and Deleting Worksheets User Guide



Index Page Features (left to right)

Accounts, Sub-Account References & Notes

You can enter the general ledger account code (and sub-account if applicable) on the index page against each workpaper. They will flow through to the individual sheet where applicable.

The notes section is used add simple notes on the index page - they are not referenced by any other workpaper. 


Flag 

This feature can be used to flag a workpaper with a red flag. It has two modes Ticked/Unticked.

Add - To make the flag red simply click once on the P symbol in the row of the corresponding workpaper, the flag will turn red.  

Remove - To remove the flag, click on the red flag and it will be removed. 



Chat 

This feature can be accessed by clicking the ] symbol in the chat column.  Once clicked, a box will appear on the side of the window.  This feature also contains an audit trail. the audit trail contains information on who has created a workpaper, and updated the status.  

No Comment - the comment box on the index will remain grey;

Unread Comment - the comment box will be red;

Read Comment - the comment box will turn blue.



No Comment - the comment box on the index will remain grey;

Unread Comment - the comment box will be red;

Read Comment - the comment box will turn blue.



Items 

This feature indicates how many items are in the query management and whether they are resolved or unresolved.  For detailed information on the Items feature see the Workpaper Items User Guide.

No Items - The box will remain grey;

Unresolved Items - the box will show as red;

If All Items are Resolved - the box will show blue.  


Checklist 

This feature indicates how many checklist items are incomplete within a workpaper. 

Yellow # - Indicated how many checklists items are not complete;

Green Tick - Indicated all checklist items have been completed;

Grey - No checklist items in the workpaper.



By clicking on the checklist item box you it will take you to the workpaper. Checklist items can be updated by selecting the item from the drop-down box, as shown below;



Status  

The status shown on the index shows the status on the individual worksheet.  This can be either updated on the worksheet or on the index page.  The index gives a quick overview, showing who updated the status and the date it was updated. The audit trail of the status changes can be found using the 'Chat' feature listed above. 



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