Switching your Framework or Working Papers

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 (Methodology), go to Client Setup>Switch Framework / Methodology.


Select Framework or Methodology, then the template you would like to switch to, then click Switch Framework:



You will then be prompted to create a backup - highly advisable! If done so already, you go straight to Skip Backup:



Your Client List will then be reopened, and you can carry on working.





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