Editing a Starter

To customise a starter file, we recommend downloading the relevant HowNow Starter File from the website (or accessing it directly from HowNow on Premise or HowNow Online if you have a current Accountants Content subscription). 

Make your customisations (e.g. add your logo, add additional sheets being used for every assignment, customise information on the Home Page). 

Note: We recommend not saving too many worksheets in the starter file, as they will not receive any updates made to the worksheets once they have been saved in the customised starter file. As such, we generally recommend only adding worksheets from the job management section. See the article Formulas and Coded Actions for more information on making the customisations.


Once the customisations have been made select Reset as Starter from the workpapers tab. immediately before saving the file for upload. 

For more information on this function see the knowledge article Workpapers Tab.



Upload a Custom Starter 

To add a new starter file for your firm log into Smart Suit Website and navigate to the 'Starters' section from the left-hand menu. 

Note: If you cannot see the 'Starters' section you will need to contact your user administrator to obtain the correct privileges. 

Select the product which you would like to add a customised starter for and press Add to start the new starter wizard.

 

When you click Add, a pop-up window will appear. Enter the name of the starter file, and also the period ending date. 

Note: The entered date must be the date that the starter file is available too. 


You can then either select the customised excel starter file or drag and drop the excel worksheet you require into the box.

 

 

You are able to customise as many starter files as you need, for instance, you could create different files for each entity type. 



HowNow Customisation Service 

If you would like customisations made to your firm's workpapers, but don't feel confident doing them yourself, please refer to Business Fitness Customisation Service for more information on our team making the changes for you.