Overview
Here is the explanation how accountants can create a checklist and fill it within Papercare Working Papers.
1: Accessing the Checklist
You can access the Checklist by clicking on the Admin button in the top panel of the Working Papers Dashboard.
2: Creating a New Checklist
Click on the “Add Checklist” button.
3: Provide the Checklist Details
A new window will open, allowing you to create a new checklist. Complete the following fields:
Checklist Name: Enter the name of the checklist. You may name it according to its purpose.
Configure Columns: This option allows you to define the structure of the checklist.
Column Label: Enter the name of the column.
Select Type: This dropdown displays the available column types suitable for the checklist, such as Text, Checkbox, Text area, or Dropdown.
Placeholder: Provide guidance for users by entering example text indicating what details should be filled in the column. This text will disappear once the user enters their information.
Add Column: Click this button to add the configured column to the checklist.
Add Section: Click this button to create a new section within the checklist.
Add Row: Click this button to add rows as required.
4: Saving the Checklist
Once all the details have been completed, click the “Submit” button to save the checklist for future use.
5: Filling the Checklist
There are two ways to fill in a checklist in Papercare Working Papers.
- Click on Checklist from main menu on Client Dashboard page.
- Go to Client’s Dashboard and select the particular checklist to fill from the list of checklists.
Method A: Click on Checklist from main menu on Client Dashboard page.
Step 1: Access the Checklist
Go to the Checklist tab from the main menu.
Step 2: Locate the Checklist
A list of checklists will be displayed on this page.
Step 3: Choose the Checklist
Next to each checklist, you will see options to View or Fill.
Step 4: Fill in the Checklist
Click the Fill icon to enter the required details.
Step 5: Save the Checklist
Click Submit to save the updated checklist.
Method B: Go to Client’s Dashboard and select the particular checklist to fill from the list of checklists.
Step 1: Access List Checklists
On the Client’s Dashboard, locate the list of checklists at the bottom of the page and select the relevant checklist.
Step 2: Fill in the Checklist
Fill in the required details in the checklist and click Submit to save the changes.
If you have any further questions or need additional assistance, please contact our support team.