HomeNZ ARTICLESNZ ARTICLES95 articlesGETTING STARTEDPrerequisites & system requirementsGlossary of key termsIntroduction to ZatoUSER LOGIN & SECURITYLogging in for the first timeResetting a forgotten passwordManaging your profile & notificationsROLE BASED ACCESS CONTROLRole based access control: overview & job visibilityDirector (Level 6) permissionsManager / Reviewer (Level 5) permissionsAccountant (Level 4) permissionsOutsource Accountant(Level 3), Junior Accountant(Level 2) & Admin roles(Level 1)FIRM SETUPFirm setup overviewFirm details & brandingPermissions & users setupQuestionnaire configurationWorkpaper variance thresholdsMateriality thresholdsRules BuilderFYI Docs integrationAUTOCODING & PDF SPLITTERAutocoding: automated transaction categorisationPDF SplitterCLIENTSAdding clients: Manual, CSV and Sync with PartnerXero Sync, bulk actions and sending questionnaire invitesDeleting a client How to update account names and codes after changes in XeroCompanies Office integrationJOBSCreating and managing jobsJob Setup: questionnaire, CoA mapping and data sourcesClient-level CoA MappingRunning automation and viewing resultsResetting a jobGL SCRUTINYGL Scrutiny: reviewing flagged transactionsWORKPAPERSWorkpapers dashboard and navigationCustom workpapersWorkpaper features: supporting docs, sections, editing and moreZiffy AI: in-platform accounting assistantHow to resolve out-of-balance workpapers caused by journalsHow to add supporting documents to a workpaperHow to add or edit line items in a workpaperHow to remove a line item from a workpaperHow to manually add entries to the ICA workpaperWORKPAPER REFERENCEWorkpaper data sources overviewWorkpaper codes glossaryCommon features across multiple workpapersAccounts Receivable workpaper (ACR)Bank Reconciliation workpaper (BRC)Fixed Assets workpaper (FIA)Other Assets workpaper (OAS)Prepayments workpaper (PPM)Stock on Hand workpaper (SOH)Work in Progress workpaper (WIP)Other Current Assets workpaper (OCA)Investment Shares workpaper (IIS)Investment Fixed Interest workpaper (OIN)Accounts Payable workpaper (ACP)Other Current Liabilities workpaper (OCL)HP Liability workpaper (HPL)Term Loan workpaper (TLN)Related Parties workpaper (RLP)Other Income workpaper (OIC)Sales Reconciliation workpaper (SRC)Investment Income workpaper (IIC)Residential Rent workpaper (RES)Accident Compensation Levy workpaper (ACC)Accountancy workpaper (ACT)Expense Analysis workpaper (EXP)Home Office workpaper (HOM)Wages Reconciliation workpaper (WRC)Entertainment workpaper (ENT)Non-Deductible Expense workpaper (NDE)Current Accounts workpaper (CAC)Interest on Overdrawn Current Account workpaper (IOA)GST Period Variances workpaper (GPV)GST Reconciliation workpaper (GRC)Purchase of Business or Property workpaper (POP)Sale of Business or Property workpaper (SOP)Tax Calculations workpaper (TCP)Taxation Due workpaper (ITD)Imputation Credit Account workpaper (ICA)ICA to Retained Earnings Reconciliation workpaper (IRE)Shareholding workpaper (SHC)MANUAL JOURNALSManual journals: creating, posting and managingHow to update Zato after correcting a transaction in XeroHow to handle late-stage journal entriesDividend Treatment in Zato REVIEW & SIGN-OFFReview and sign-off, full workflow overviewMark Ready for ReviewReady for Sign-offCOMMAND CENTRECommand Centre overviewInternal queries & batch queriesReview PointsClient queriesCLIENT PORTALClient Portal, login & securityClient Portal, dashboard, questionnaires & queriesINCOME TAX & GSTHow to adjust for shareholder salary in the Tax Calculations workpaper