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A. After you have rolled over into the new year select 'edit' on each page (bottom right corner) and them swap over to the review version page by page.

Note: If you are left with pages you can't access from the Review control page that don't relate to a Review job (say income and expenditure lead schedules) the way to delete these pages  is to temporarily switch the control page back to an audit job by selecting 'edit' on the control page then 'preview' next to the 'general' master. Don't click apply, just scroll down until you see the workpapers to delete, delete them then select 'cancel' at the top. They will then be gone.

This is a series of articles on how to customise work-papers. We will cover everything from changing a work item on a page to creating yourself a completely new set of templates. The plan is to start simple and work up, so we suggest you complete these in sequence as tutorials as each will build on the last.

In this tutorial we will look at what you do to adopt a standard page that you have customised.

Firstly remember that if you have started working on a page but have not yet published it, you will find it to work on again under your firm area, not under the 'Audit Assistant' area.

This is important because if you return to the original version, duplicate again and start working on that you will lose the work you have already done. 

 An unpublished page will be bright blue with an arrow like this:

Once you have completed your work on a page then publish it. We recommend that you add a brief comment to help you remember what you changed and why: 

In the index for that type of client under your firm jobs the published page will now appear in blue like this to indicate a customised page:

Now once you create a new job from your masters (Demo & Associates) this custom page will appear by default.

To bring your custom page into an existing job, go onto the existing page you wish to change to the custom one and select 'edit':

Next you will see this screen where you can chose to swap the page for one from another job type: 

Select the button next to your custom page and then 'save'.

It's been pointed out to us that the schools template did not include a Journal and Ledger page. 

We have now amended the schools Control Page so that there is a work item for journals. When you open an existing schools job you will see the green asterisk on the right indicating a new page is available. Click to preview and save to adopt.

There have been a few issues brought to our attention which we have now sorted out as follows:

1. 'Key Issues' listed on the planning page would lose their green completion ticks which the page was refreshed (even though you could still conclude). This is now fixed.
2. It was pointed out that on the Management Report page prior year items were still appearing as if they were current. We have now corrected this. Prior year Management Points appear grayed out on the page where they were created but not on the summary page.
3. We have been asked to provide the ability to create paragraphs in the Conclusion area, so we have now done this. As with normal comments boxes using 'shift+enter' creates a new paragraph. We have also changed the 'remove conclusion' option to 'unconclude/edit' as this is a more accurate description, and may be used where say an additional conclusion is added for say a second audit visit.  
4. We were asked whether review notes could be added at the bottom of a page pre-conclusion rather than only once concluded. We have now allowed this so that you may add a review note, comment or follow up at the bottom of a page by selecting the green arrow next to the conclusion comment: