Workpapers - Create groups for Workpapers
Is there a way that we could create a group or a link to all groups within workpapers
Michaella Smith
shared this idea
Thanks for sharing your idea, Michaella! It's great to hear what improvements would help in new Workpapers.
We'd like to gauge the interest from others in this here and I'll let you know if any plans are made for groups.
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Pearl Weinberger
commented
This is very important, as a practice, we mainly work on client groups rather than single entities
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Bianca Masciulli
commented
Would love the ability to categorize or create sub-groups within a workpaper. From a reviewer perspective, it would make it easier to cross check balances to supporting calculations where we already have summarised workpapers. This is especially relevant if there are different types of accounts allocated to a workpaper - i.e. under loans you could have bank loans, related loans or hire purchase agreements.