Business Fitness provides a comprehensive suite of accounting workpapers, relied upon by more than 10, 000 accountants across Australia.
Since 2001, these documents have been the proven, quality-assured way to stop re-inventing the wheel. Business Fitness Smart Workpapers now integrates seamlessly with BGL.
Connected workpapers gives you the option to import the trial balance for the client.
Establishing a New Connection to a Cloud Accounting File
To connect a new SMSF, left-click on the "Connections" button on the left-hand side of the page. Choose the type of file you would like to connect and select "Connect" if no current file is connected or "Manage" if you already have a file connected.
To add a new connection, select the appropriate "Add File" button.
This will redirect you to the BGL login page and ask for Smart Workpapers to be given access to the BGL API - Allow access for the connection to be established.
Once the connection is established the 'client file' will appear in the workpaper when attempting to import a trial balance into a Connected Workpaper.
Connect a Client File to a Connected Workpaper
Access Connected Workpapers
You can access the Connected Workpapers by logging into to the How Now Smart Workpapers Website. Left-click on the "Start" button on the left-hand side of the page, when you choose your workpaper type, choose a workpaper under the "Connected' heading and download the starter file for the year you are working on.
Alternatively, for connections to cloud based software, you can left-click the "Connections" button on the left-hand side of the page. Choose the type of file that you would like to connect and create a new workpaper. Note: The view usage button will show you which files you have connected and the date it was last accessed.