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  2. Smart Workpapers

Smart Workpaper Features

User guide on how to use features of the Smart Workpapers.

  • Setting up your Smart Workpapers Account
  • Home Page
  • Workpapers Excel Tab/Ribbon
  • Adding, Deleting & Reordering Worksheets
  • Import Opening Balances
  • Importing Opening Balances - Available Smart Suit Templates
  • Generating an Index
  • Workpaper Items
  • Using the Summary on the Index Page
  • Other Features on the Index Page
  • Inspect Balance Calculations & Go To Source Button
  • Dashboard
  • Troubleshooting - Printing an Excel workbook (Workpaper) to a single PDF file
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