Submit a Support request If you need assistance on a file you are able to submit ...
To access Practice Settings, you can either click on your Practice Name in the to...
Decision Tree Would you like to add an additional user or modify an existing user...
To control user access per Client file: If you are adding a new user, please see ...
You are able to create a copy of an existing client file. This will copy all the ...
There are two ways to archive a client from the Client List Screen. Firstly, you ...
To rename a client file, on the Client list, click on the More button (3 stripes)...
To delete a client file, on the Client list, click on the More button (3 stripes)...
While working in a file and you’d like to exit and go back to the client list, cl...
To create a new client file, select ADD CLIENT 1. Enter the Client name (enti...
Click on Client Setup on the Startup screen: OR Go to Client Setup>Client Set...
There are a number of ways to import your Trial Balance, either directly from you...
After you have imported the Working Trial Balance, you will need to link all the ...
There are 2 ways to change the disclosure description: Change the disclosure desc...
You are able to manually add additional line items to the Working Trial Balance. ...
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 are able to add additional links to your Financials if the default amount of ...
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...