Automatic Suggestions

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. 

Note: 

  • 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.


RefWorksheet Name
C20Tax Reconciliation
F05Trade Debtors
F10Bank
F15Stock on Hand
F30Prepayments
G05Borrowing Costs
G10Fixed Assets Deprec
H05Trade Creditors
H08Superannuation Liability
H35Provisions - Tax
J20GST Reconciliation
M40FBT Contributions
N75Superannuation
N80Wages