Workpapers
Workpaper Dashboard and Navigation · Custom Workpapers · Workpaper Features: Supporting Docs, Sections, Editing and More · Ziffy AI: In-Platform Accounting Assistant · How to Resolve Out-of-Balance Workpapers Caused by Journals · How to Add Supporting Documents to a Workpaper · How to Add or Edit Line Items in a Workpaper · How to Remove a Line Item from a Workpaper · How to Manually Add Entries to the ICA Workpaper · Workpaper Studio: Firm-Wide Manual Workpapers
- Workpaper Dashboard and NavigationFinding your way around the Workpapers screen, and what each part of it shows you.
- Custom WorkpapersAdding a workpaper outside Zato's standard set.
- Workpaper Features: Supporting Docs, Sections, Editing and MoreThe controls available inside every workpaper, and how each one works.
- Ziffy AI: In-Platform Accounting AssistantGetting help from Zato's built-in AI assistant while working in a workpaper.
- How to Resolve Out-of-Balance Workpapers Caused by JournalsClearing a variance after posting a manual journal.
- How to Add Supporting Documents to a WorkpaperAttaching evidence to a workpaper, with or without data extraction.
- How to Add or Edit Line Items in a WorkpaperCorrecting or adding a row in a workpaper's data table.
- How to Remove a Line Item from a WorkpaperDeleting an incorrect row from a workpaper.
- How to Manually Add Entries to the ICA WorkpaperEntering imputation credit detail that Zato hasn't picked up automatically.
- Workpaper StudioMaking a manual workpaper available to every client, not just one job.
- Tracking CategoriesHow Tracking Categories add a second layer of reporting to a client’s transactions, so the same ledger can be read by region, department, partner or any other split the client needs.