Submit a Support request If you need assistance on a file you are able to submit ...
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...
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...
Remote Support Submit a Support Request (Ticket) Cancelling Existing ...
Sign-up to Draftworx Cloud or Registering a new Practice Accessing your Demo ...
Opening the Annual Financial Statements Showing or Hiding Rows in the Annua...
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Inviting a New User to your Practice Managing Existing Users in your Practice...
Copying a Client Engagement Archiving a Client Engagement Deleting a Clie...
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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...
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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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Draftworx Cloud: Using the Status Sheet - Reconciling Statement of Changes in equ...
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...
Applying Additional Practice Replace Formula to Draftworx Default Swi...
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All Watermark Insert or Add PDF to AFS Headers and Footers Page...
Inserting an Imported Letterhead Creating a Letterhead ...
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Roll Forward - Year End Close Roll Forward - Balance Sheet ...
Navigate to Journals Import Journals from Excel Monthly Journals ...
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Electronic Review Overview Adding Review Notes Signing off Documents ...
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Custom Notes - Grouping Notes Custom Notes - Unmerge Cells and Merge Cells ...
Consolidations - Importing a Consolidated Trial Balance Refresh Opening Bal...
Cashbook - OFX Import Cashbook - Manually Adding Transactions Cashboo...