The automatic suggestion feature is only available for connected workpapers. By selecting Automatic Suggestions, when connecting to a client file, recommended templates will be inserted into your file based on the trial balance accounts.
- Only templates which have been selected to 'Allow Automatic Suggestions to recommend this workpaper for auto insertion' will be inserted - see instruction on uploading a customised worksheet to select this.
- The 'Allow Auto Suggestions to Recommend this Workpaper for Auto Insertion' can not be edited at a firm level at this stage.
The following is a list of Smart Suit Templates that use the Auto Suggestions feature.
|F15||Stock on Hand|
|G10||Fixed Assets Deprec|
|H35||Provisions - Tax|