June 2017 Release Image

SNEAK PREVIEW Exciting new updates coming soon from MyWorkpapers

Whether you are an existing or prospective user of MyWorkpapers you will know that a key benefit of deploying a cloud-based solution is our ability to continually evolve and enhance our solutions to meet your dynamic accounting and auditing needs.

The feedback that you have provided along with our extensive global knowledge of an ever-changing industry has enabled us to develop some exciting new updates to our platform. These include:

A more dynamic Trial Balance Tool with enhanced functionality:

We understand that for accountants the Trial Balance is at the core of their work. To support this, we have rebuilt our Trial Balance import API and accounting structures, to allow better mapping.  Additionally, there is deeper flexibility of our accounting structures, which further assist and help the dynamic and intelligent build of workpaper files.

We also recognised that all clients are different and individual, therefore, the new accounting structures can be used in the template format provided or customised for practices to present their client’s accounts (P&L and Balance Sheet) in unique formats.

We have also included two extra columns (References and Notes) to enhance user functionality.

a more dynamic trial balance tool
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Faster and Easier upload of CSV Trial Balance:

You can now easily auto-map any Chart of Accounts, regardless of the bookkeeping software used. The new CSV data import tool provides a simple and fast upload of Trial Balances, and you can create quick and easy mappings within the application without having to manually map every time. Uploading from desktop applications such as MYOB is now a breeze.

import wizzard
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More integrations with leading third-party software suppliers:

We are continually updating our integrations with third-party suppliers and now support the following: Xero, QBO, Kashflow, Forbes, IRIS, BGL, Class and SuperMate.

more integrations
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Easily customise and digitally send your client documents with enhanced letter editing:

Our online editing feature has been enhanced to improve the user experience and control, when editing and working with standard forms and letters. Users can now easily add letterheads, footers, electronic signatures, printing and saving to PDF and send completed forms and letters directly to the client, all from within the MyWorkpapers platform.

management letter example
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Create Bulk Files with the click of a button:

Within the Workflow Manager you can now bulk create files, rather than creating files individually. This enables users to streamline the implementation and creation of files at the click of a button, saving considerable time for new users.

create bulk files
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A new SMSF template

Our new SMSF 5.0 template is an important release filled with improvements that enhance efficiencies without compromising compliance. In addition to the above improvements, SMSF specific changes include:

Updated and streamlined content:

SMSF 5.0 has been updated for the latest legislative requirements. It has been restructured to make it more efficient and we have added a new roll-over feature that enables experienced users to skip ahead whilst maintaining the details for less experienced auditors.

Improvements to importing of reports:

Class, BGL 360 and SuperMate users can now easily import reports from those applications directly into the audit file. As in previous versions, you can also drag and drop files and reports from anywhere.

Please check out the help centre to learn more about these features or attend our webinar dedicated to this release:

Note: If rolling a client from V4 to V5, some comments may not roll-over. Please refer to our help centre for details.
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