Workpaper Thresholds

Controlling which workpapers get automatically generated for a job.

Workpaper Thresholds determine whether a workpaper is automatically generated for a client, distinct from Materiality Thresholds, which determine whether an individual transaction is worth investigating.

Table structure

Control	Description
Threshold name	The workpaper the row applies to.
Value type	Value (dollar amount), Percentage, or N/A where a numeric threshold doesn't apply.
Value	The number entered against the selected value type.
Active	Switches a workpaper type off entirely where it isn't relevant for a client.

Levels of scope

Thresholds can be set at four levels, most specific wins: Organisation, Client type, Client, and Job. A Using Master Defaults badge shows until a row is customised at a given level.

Workpaper Thresholds are firm-controlled and intended to stay consistent across the practice; overriding at client or job level should be reserved for genuine client-specific circumstances, not routine adjustment.

How to access: Firm Setup, then Configurations, then Thresholds.