Connected Workpapers

Connected Workpapers - Cloud Based Software
Connected workpapers give you the option to import the trial balance for the client from the cloud based software they are using (ie  MYOB, Xero or ...
Mon, 8 Apr, 2019 at 4:08 PM
Connected Workpapers - Excel
A short video on this feature can be found here. Connected Workpapers give you the option to import the trial balance for the client from the cloud ba...
Tue, 11 Sep, 2018 at 2:48 PM
Connected Workpapers - Referencing and Reconciliation
Cross Referencing Connected workpapers allow two-way referencing between the trial balance and your Excel workpapers. A Reconciliation Field lets the trial...
Mon, 30 Jul, 2018 at 12:18 PM
Reconcile Assist and Auto Populate Templates
Thu, 21 Feb, 2019 at 3:47 PM