Workpapers

To access workpapers as described here, you need a RadiusCore Workpaper subscription.

To get started with RadiusCore Workpapers:

  1. Select Radius on your Excel ribbon.
  2. In the Templates section, select the Workpapers dropdown and select the workpaper you would like to use.
    • Selecting the workpaper directly from this list will always provide the lastest version.
    • If you would like to open an older version of a workpaper template, select More... RadiusCore: Accessing Workpapers via the Excel Ribbon.

The following workpaper templates are available:

Template Name Description
Checklist Annual account checklist, internal reviews, and client queries.
Dividend Workpaper for preparation of company dividend. New Zealand only.
Workpapers Comprehensive workpaper suite for preparing annual accounts.