Switching your Framework or Working Papers

You are able to change the framework and/or the working papers of a client after that client was created.

Updated at July 18th, 2022


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Warning!

When changing your Framework, all changes to your financial statements and lead schedules will be lost, as the financial statements will be replaced with a new template. 

When changing your Working Papers, any custom working papers or changes made will also be lost. 

Please contact Support if you have any questions


To switch to a new Framework or set of Working Papers, go to Client Setup>Switch Framework / Working Papers.




You will see your current Framework and Working Papers selection below the relevant heading. 



Select which template(s) you would like to switch to in the drop down menu. 



Once you have made your selection, a confirmation screen will appear. You will see the current price and the new price; should there be any difference in price you will see the change in the Prepaid Credits Balance.


Click on OK to finalise the change.






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