Add a Workpaper to an Entity

Modified on Wed, 01 May 2024 at 11:06 AM

You can add a workpaper to an entity without linking it to a specific account in the trial balance.

  1. Click the Workpapers tab > Workpapers.  
  2. Click the New Workpaper button, then click the workpaper you want to add.
  3. Make the adjustment on the workpaper.
  4. Optional: Add a notefile or query. 

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