Submit a Support request If you need assistance on a file you are able to submit ...
There are 2 ways to change the disclosure description: Change the disclosure desc...
You are able to process Cashbook transactions manually in Draftworx. To process ...
To process a journal, go to Financial Data...Journal Entries: Select the applicab...
Show/Hide a Sheet Click on Financial Data>XXXFinancials (Name will be accordin...
There are 2 sheets not to be included in the financial statements but are there f...
Draftworx allows the option of selecting an Indirect or Direct Statement of Cash ...
Note: The article below will explain the Print Preview settings in detail by Tab....
Once you have completed the editing of your template, you will be able to finalis...
Draftworx allows you to upload or create your own letterhead that will be saved t...
Firstly, you will need to upload the PDF documents to your client file. Please ma...
If you would like to export your Trial Balance into Excel, do the following: From...
To start your year end close procedures, you must first save and close all your o...
To create a consolidated set of financials, you will first need to create separat...
Draftworx allows you to store any additional documents/schedules/letters/images e...
Warning! When changing your Framework, all changes to your financial statements a...
You may need to add your own Notes into the template; this is done as follows: At...
To change the order of any Notes, do the following: Click on the note you would l...
Once you have completed your Annual Financial Statements, t o create an XBRL vers...
When your trial balance has been imported from QuickBooks Online or Sage Business...
This guide provides a straightforward process for making payments in Draftworx Cl...
Two-Factor Authentication (2FA) adds an extra layer of security to your account b...
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Sign-up to Draftworx Cloud or Registering a new Practice Accessing your Demo ...
Show, Hide and Move Sheets on the Content Tab Showing or Hiding Rows in the A...
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Copying a Client Engagement Archiving a Client Engagement Deleting a Clie...
Inviting a New User to your Practice Managing Existing Users in your Practice...
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Navigating to your Client Setup Quick Settings Secretarial Information ...
Importing a Trial Balance From an Excel Spreadsheet Importing a Trial Balance...
Navigating to the Working Trial Balance Adding prior Tax Years to your Engage...
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Linking the Working Trial Balance Linking your Trial Balance - Current Only o...
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Cover Page Setup Inserting a Cover Page Image Importing an Image Creating...
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Adding additional Links from the Annual Financial Statements Adding additiona...