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Open the Apps workspace. Use New company to create a company, or use the company switcher in the header to change the active company. Always confirm the company name before entering accounting or payroll data.

Open company Settings and invite the person using their work email. Give only the role and app access needed for their work. Company administrators can change or remove access later.

Check the active company in the header and confirm that your user has access to the required app. Data is separated by company, so changing companies changes the records you can see.

Record sales and customer receipts, enter purchases and supplier payments, import or record banking activity, reconcile accounts, then review the ledger and reports. Use Records for journals and supporting documents that do not start in Sales, Purchases, or Banking.

Open the original document or transaction and use its edit, void, or reversal action according to its status. Do not create an unrelated balancing entry unless that is the intended accounting treatment. Finalized or filed periods may require a reversal in the current period.

Review the report's account-coverage warning, unmapped account codes, opening balances, out-of-period entries, and abnormal debit or credit balances. Correct the source account or mapping, then rerun the report. Do not hide the difference with a manual total.

Select the payroll month, review the employees and calculated base payroll, add temporary Payroll inputs, review totals and exceptions, approve the run, publish payslips, and record settlement when payment is complete. Approval and payment are separate controls.

Use monthly inputs for temporary earnings or deductions such as overtime, bonuses, commissions, reimbursements, salary advances, and one-time deductions. They belong to that payroll period and should not change the employee's permanent profile.

Enable the overtime component for the run, enter the employee's hours and review or enter the applicable hourly rate. WorkpaperOS calculates the amount for the selected employees. Review the net preview before saving and approving.

Filter employees by department, job title, employment type, saved group, or search. Select the matching employees, choose the component and amount or rate, then apply it to the selection. Review exceptions individually before saving.

A current unpaid draft can be deleted and run again. An approved but unpaid payroll can be reopened, creating a controlled revision. A paid payroll should remain locked; correct it through a revision or adjustment so the history remains visible.

Employees can download a payslip only after the payroll is approved and the employer publishes the payslips. Approval does not automatically mean payment has been made.

Yes. Import or connect approved attendance and timesheet results, map the measures to payroll components such as regular hours, overtime, absence, or allowances, review employee matches and exceptions, then create monthly inputs. A payroll manager must review before approval.

The employer invites the employee using the email linked to their employee record. The employee completes identity verification and signs in to the Employee portal or mobile app. Access is limited to that employee's own permitted information.

Employee access is time-limited and can be revoked immediately when employment ends. When access expires, the employee requests a new invitation from HR. WorkpaperOS does not grant continued access without employer authorization.

Create or select the client, open the engagement, assign the team, plan the work, prepare and review workpapers, resolve review notes, complete the file, and then lock or archive the final engagement according to your firm's process.

Attach evidence to the relevant workpaper or request, document its source and period, and complete preparer and reviewer sign-offs. Resolve review notes in the engagement so the reason, response, and final status remain traceable.

Select the company and tax period, prepare the return from the available accounting records, review adjustments and supporting schedules, approve the result, then record the filing and payment status. WorkpaperOS does not submit a return unless the filing action is explicitly available and authorized.

Correct a draft at its source and recalculate it. For a reviewed or filed return, preserve the original record and use the available amendment, revision, or status correction flow. Confirm the affected accounting period before changing source transactions.

Create the client and fiscal-year engagement, import the trial balance, validate account data, resolve account-to-line mappings, generate the statements and notes, review coherence controls, then export the reviewed filing package.

Open the mapping or coherence view, identify each affected account and source balance, assign the correct DSF line and sign treatment, then regenerate the statements. Do not force a control to zero without correcting the underlying mapping or source data.

Open Apprenticeship from the Apps workspace using an account that has training access. Your available programmes and modules depend on the enrolment assigned to your account or organization.

Complete the required lessons and assessments while signed in to the correct account. Progress is saved against that enrolment. A certificate is shown only after all programme requirements and any required review have been completed.

Location is requested only when an employee records attendance or captures a home workstation location for HR approval. The app should explain the purpose before permission is requested. Denying location may prevent those attendance actions but does not remove access to unrelated features.

Use the report period controls to select a month, a range of months, or custom start and end dates where the report supports it. Payroll reports come from saved payroll runs, so the required runs must exist before a multi-period report can include them.

Finalized payroll reports use the employee and payroll values saved with that run. Later changes to an employee profile should not rewrite approved historical results. Reopened runs create revisions so the prior result remains traceable.

Confirm the component was applied to the employee, included in the calculated run, and mapped to the correct report line and payslip label. Recalculate the draft after changes. If an approved run is affected, reopen it as a revision before correcting the mapping or input.

WorkpaperOS AI can explain product usage, analyse permitted records, help prepare drafts, and call approved MCP tools. It does not replace professional judgement, statutory review, payroll approval, or payment authorization.

MCP tools may automate supported product capabilities, but sensitive write actions must follow the same company scope, permissions, validation, and audit rules as the UI. A tool result should be verifiable in the relevant product screen or report.

Only the prompt and product context needed for the requested task should be sent to the selected provider. The available provider and retention terms depend on the company's AI configuration. Do not place unnecessary secrets or unrelated personal data in a prompt.

Open Subscription or Billing for the active company, review the plan limits and price, then choose the new plan. Upgrades may take effect immediately; downgrade timing and credits depend on the billing terms shown before confirmation.

Subscription management compares active employees with the plan allowance and warns administrators as the limit approaches. Upgrade before adding employees beyond the allowance so payroll access is not interrupted.

Use the relevant profile or company settings where available. For a formal request, contact WorkpaperOS support from your registered email and identify the company concerned. Employee payroll requests may first need to be handled by the employer that controls the record.

Email accountants@etiendemcpa.com from the address linked to your account. Include the company name, product, page, expected result, actual result, and a screenshot without passwords, OTP codes, API keys, or full banking details.