Workpaper Setup
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Before any of RadiusCore's Workpapers can be used, a setup procedure must be completed. The setup varies in length depending on the workpaper; potential stages are detailed below:
- Entity:
- General Ledger:
Setup can be launched by selecting the appropriate button on the workpaper's Index page.
Data Reference
Client
| Data | Workpaper |
|---|---|
| Entity: Balance Month | Automatically detect the entity's end of financial year. |
| Entity: GST Information | Automatically apply GST configuration (registration status, basis, frequency). |
| Entity: Name | Used for display on workpaper headers. |
| Entity: Type | Automatically apply tax rules using the entity's type. |
| Job: Budget | Used to display KPIs within Excel. See Workpaper Ribbon |
| Job: Due Date | Used to display KPIs within Excel. See Workpaper Ribbon |
| Job: Manager | Used to control digital signature permissions. See Review Permissions |
| Job: Partner | Used to control digital signature permissions. See Review Permissions |
| Job: Status | Enable two-way synchronisation of the Job's status in your Practice Manager system. See Workpaper Ribbon. |
| Job: Staff | Used to control digital signature permissions. See Review Permissions |
| Job: WIP | Used to display KPIs within Excel. See Workpaper Ribbon. |
General Ledger
| Data | Workpaper |
|---|---|
| Trial Balance | Used for balance verification between workpapers and selected general ledger source. |
| Report Codes | Xero Only. Use Report Codes to automatically detect which workpapers need to be completed. |