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Top Tips

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

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.