Step 1: Open settings
Open the workpaper.
Select the Settings tab from the left-hand navigation.
Ensure you are on the Details tab.
Step 2: Update workpaper details
You can update the following fields:
Workpaper Name — update using the text box.
Period Start and End Date — use the date selector to update the reporting period.
Due Date — use the date selector to update the due date.
Materiality Limit — choose between a monetary ($) or percentage (%) limit, then enter the value.
Prior Workpaper - choose a prior period workpaper from the dropdown
ℹ️ Note: Workpaper type cannot be changed after a workpaper has been created.
Trial Balance (Annual Compliance only)
Accounting Basis — select Accrual or Cash from the dropdown.
ℹ️ Note: If a trial balance was included during setup, it cannot be removed later.
Step 3: Update assigned users
Approvers — can only be changed by the current approver or an Administrator.
Reviewers — add or remove users using the dropdown.
Preparers — add or remove users using the dropdown.
Guests — enter the guest's email address to invite them with read-only access.
Step 4: Adjust templates
Procedure Template — select a new template from the dropdown.
Checklist Template — select a new checklist from the dropdown.
⚠️ Changing templates may affect existing work Updating a template may unmark existing procedures or checklist items.
Step 5: Configure security
Toggle the following settings on or off as needed:
Private — restricts access to assigned users and Administrators only.
Allow preparers to post journals — enables preparers to post journals directly to the client's files.
Step 6: Save changes
Select Save to apply your changes.