Installing and Licensing Working Papers and GASB

• Installing and Licensing Working Papers and GASB

Creating a New File

• Creating a New File

Importing Your Financial Data

• Importing Your Financial Data

Assigning Groupings

• Assigning Groupings

Completing Validation

• Completing Validation

Fundamentals

Interface

• Navigating GASB Special Purpose
• Interface Indicators

Initial Setup

• Managing Global Settings
• Changing Statement Defaults
• Formatting
• Working with the Table of Contents
• Adding Images and PDF into Working Papers

Working in the Financial Statements

• Completing the Cash Flow Statement
• Working with Tables
• Managing Note Content
• Working with Schedules

Performing Year End Close

• About Year End Close
• Performing a Year End Close

Updates

• About Template Updates
• Updating the Master Template
• Updating Client Files

Discover More

Learn advanced techniques and obtain more information from our Financials and Working Papers help

• Financials Web Help
• Working Papers Web Help