Learning & Support
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