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 Index" button is not designed to be used with the "Import Opening Balances" function.  If both functions are used, you could end up with multiple sheets on the index page.


To use this feature, you will need to click on the "Workpapers" tab on the ribbon bar and click "Generate Index".



Once pressed, a confirmation box will pop up.  Click on "Yes".



The full list of workpapers available will be imported.  It's important to note that this does not download the actual worksheets, just the list.  

You still need to click on the blue arrow in the links column to download the worksheets you require.

You will notice that once a worksheet has been downloaded the blue arrow in the links column changes, along with the formatting in the other columns.  

In the example below, the only worksheet downloaded is EJ01 Journal.


You can delete the unrequired lines from the index by clicking on the X button in the relevant rows;

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