Select the client file you want to control access to. Enable Read Only will allow...
Client list To set up the path to where you would like to store your client f...
Before you archive a client file, you will need to insert the path to where you w...
Select the Draftworx icon on the top left then Enable Client Rename Rename the cl...
To delete a client file, select the client, then select Delete on your keyboard. ...
To process the C ashbook go to Financial Data> Cashbook : You will then see th...
To process journals go to Financial Data> Journal Entries: In the journal scre...
To run the financial statements, click on Financial Data>XXXFinancials (Name w...
Once you have completed the editing of your template, you will be able to finalis...
Note: The article below will explain the Print Preview settings in detail by Tab....
Draftworx allows the option to insert letterheads and/or other images, for eg: on...
If you would like to export your Trial Balance into Excel, do the following: From...
To roll forward to the next year, go to Client Setup>Year End Close Select Yes...
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...
If you would like to use the same template layout for multiple clients, you are 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...
Note: This article covers the steps for + Financials only; for non + or non Draft...
Note: Currently only available in Draftworx Desktop To make use of the Privy Seal...
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Draftworx Desktop: Importing Your Trial Balance From an Excel Spreadsheet D...
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Draftworx Desktop: Navigating to the Settings Screen Draftworx Desktop: Ini...
Draftworx Desktop: Linking the Working Trial Balance Draftworx Desktop: Lin...
Draftworx Desktop: Navigating to the Client Setup Draftworx Desktop: Navi...
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Draftworx Desktop: Creating Journal Entries Draftworx Desktop: Exporting Jo...
Draftworx Desktop: Archiving a Client File Draftworx Desktop: Unarchiving a...
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Draftworx Desktop: Transferring a Client File - Server Draftworx Desktop: T...
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