Workpapers - Ability to create a journal from within a specific workpaper
It would be very handy to have an option to draft a journal from within a specific workpaper. For example, the client has a number of investments and a slight out of balance. Instead of navigating to the separate Manual Journals or the main workpapers page (to add from the dropdown), it would be handy to have the link within the workpaper.
Bradley Taylor
shared this idea
Excellent to see you've already noticed the update, Bradley! This has just been released today.
You can now work the way you like with visibility over adjustments and adjusted balance directly inside the individual workpapers and the Working trial balance.
You're also now able to add journals from both the working trial balance and inside individual workpapers. 😁
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Bradley Taylor
commented
I can see that this has been updated and included in the specific workpapers which is extremely helpful (showing the adjusted balance).
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Bradley Taylor
commented
Further to the ability to create a journal within a workpaper, it would also be important to see any unposted adjustments (that you can see on the working trial balance) in the specific workpaper as well.