Workpapers - Checklists

I know that workpaper checklists have additional checklist items added; are these year specific or do they carry over to subsequent years?

How can these be made so that the additional checklist item(s) apply to all funds for all years?

Hi @Mikey

The checklist will just carry over from year to year.

From the Main Menu navigate to Reports | Workpapers | Settings.

From here you can customise checklist items across all workpapers of each account at the firm level.

Please refer to the help for more information.

https://sf360.zendesk.com/hc/en-au/articles/360033852392-Workpapers#heading-15

Thanks

Anthony