This is a series of articles on how to customise work-papers. We will cover everything from changing a work item on a page to creating yourself a completely new set of templates. The plan is to start simple and work up, so we suggest you complete these in sequence as tutorials as each will build on the last.

Next we'll look at adding sub-pages to work items.

Lets say we are working on the 'Minutes Review' page and wish to add a sub-page from 'Work Items' point 3 which says: Ensure all known major transactions have been approved at the appropriate level in the minutes. 

Note that the changes you make here will create a custom page which will must then adopted from within the client using the 'edit' control.

First go to the Workpaper Masters tab and select the page that you wish to create the sub-page from. In this case it will be the 'Minutes Review' page. If you have previously customised this page select from your own custom master area. Then click the 'create sub-master' icon (the green plus):

The page will look like this:

Now start filling in the gaps:

• Under Description briefly describe what the page is about - it's just for your reference.
• In Default Conclusion add the normal conclusion you wish to appear for your page. 
• Select Data is normally just used on lead schedules - it displays all the items off the trial balance for a particular section at the top of the page.
• Select the Job type that fits best.
• Parent master will default to the page this was created from - so no need to change.
• Work Item will also default to the item on the page we created this from so no need to change.

Then click Save. This page will appear:

Work items and headings may then be added as per the tutorial 3, simply by selecting the 'Work Item' button or Clicking 'Add Heading'.