Pre-requisites: Introduction to MyWorkpapers
Delivery Method: Webinar
Audience: Preparers & Reviewers
This session is for preparers who will be creating files, building up the working paper index with supporting documents, completing work programmes and lead schedules. We also cover the integrations for Trial Balance importing and journals and how to use review points and the client portal for communication.
This session is also for manager and reviewers who will be reviewing files, including how to mark workpapers as complete and how to complete the file and archive it.