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Top Tips

Every week our experts provide a useful tip to help you get the most out of MyWorkpapers.

Landing Pages

Tip 18 – Landing Pages

Our latest tip focuses on the landing page function which lets you change the page that opens when logging in.

For further advice, visit our Help Centre at https://bit.ly/2YVuY1t

Version Control

Tip 17 – Version Control

Our latest tip focuses on using the version control function to track who has edited your documents and when.

For further advice, visit our Help Centre at https://bit.ly/2YVuY1t

The Working Paper Index

Tip 16 – The Working Paper Index

Our latest tip focuses on using the arrows at the top of the working papers to expand or collapse folders.

For further advice, visit our Help Centre at https://bit.ly/2YVuY1t

Updating your browser

Tip 15 – Updating your browser

Our latest tip focuses on the importance of making sure your internet browser is up to date.

For further advice, visit our Help Centre at https://bit.ly/2YVuY1t

Accessing Release Notes

Tip 14 – Accessing Release Notes

Our latest tip focuses on how you can access previous content or updates through the release notes archive.

For further advice, visit our Help Centre at https://bit.ly/31fkvAd

Resetting Workpapers

Tip 13 – Resetting Workpapers

Our latest tip focuses on how you can reset any of your workpapers to their original format via the file menu.

For further advice, visit our Help Centre at https://bit.ly/2Ya5xZW

Editing PDF Documents

Tip 12 – Editing PDF Documents

Our latest tip focuses on how you can you can easily annotate and edit PDF documents from within our software.

For further advice, visit our Help Centre at https://bit.ly/2XRtvsG

Setting Default Teams

Tip 11 – Setting Default Teams

Our latest tip focuses on how you can set up a default engagement team for a client.

For further advice, visit our Help Centre at https://bit.ly/31fkvAd

Account Management

Tip 10 – Account Management

Our latest one is from Customer Success Manager, Andrew Gleeson, reminding everyone that they can access periodic files for free on all year end files.

For further advice, visit our Help Centre at https://bit.ly/338LJcJ

Supporting Documents

Tip 9 – Supporting Documents

Our latest tip focuses on how you can add supporting documents to the system via lead schedules.

For further advice, visit our Help Centre at https://bit.ly/30Mqtqr

Activity Feeds

Tip 8 – Activity Feeds

Our latest tip focuses on how you can use the activity feeds as a live overview of the progress of files.

For further advice, visit our Help Centre at https://bit.ly/2Wldo5I

Key Document Completion

Tip 7 – Key Document Completion

Our latest tip focuses on how you can track key documents via the dashboard.

For further advice, visit our Help Centre at https://bit.ly/3e2vIqh

Resetting Your Password

Tip 6 – Resetting Your Password

Our latest tip focuses on how to successfully reset your password

For further advice, visit our Help Centre at https://bit.ly/3gdJb0c

Multi-tasking

Tip 5 – Multi-tasking

Our latest tip focuses on how you can manage multiple files, workpapers and clients all at once.

For further advice, visit our Help Centre at https://bit.ly/31fkvAd

COVID-19 Checklist

Tip 4 – COVID-19 Checklist

Our latest tip focuses on our Covid-19 refresher checklist to help furloughed staff get back up to speed.

For more information head to the MyWorkpapers Help Centre at https://bit.ly/37ApA73z

Excel Disclosure Checklists

Tip 3 – Excel Disclosure Checklists

There is now the option to use an Excel version of the disclosure checklists within the Mercia Audit & Mercia Year End templates.

Benefits of the Excel checklist include:

  • It is easier to format using Office online
  • It is better visual indicator of progress
  • The ability to quickly navigate sections

For more information head to the MyWorkpapers Help Centre at https://bit.ly/2XMdkgz

Assigning Staff Roles and Permissions

Tip 2 – Assigning Staff Roles and Permissions

Did you know you can assign permissions out to your staff, controlling what they are able to access and complete within files.

Refreshing your Browser

Tip 1 – Refreshing your Browser

Did you know you can refresh your browser by using any one of these shortcuts:

  • Press F5;
  • Press Ctrl + R;
  • Press Ctrl + Shift + R

However, if you are using a Mac you will need to replace Ctrl with the Command key.