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 look at creating a completely new custom job.

First from the Masters tab click 'New Job Type':

Now name the job type and include an aim - this will appear as the aim on the control page. Also add a default conclusion:

To make bold words use asterisks around the word or phrase. 

To create hyper-links to other websites put the phrase to link in quotes, followed by a colon, then the URL copied and pasted from the website you wish to link to:

Saving will create a page that looks like this:

Now queries, work items or headings may be added. 

A query relates to either an analytical review comparison, for making a page that collects journal entries, management points, key issues or for creating a trial balance import page. Select the type of query you want from the drop-down box (in this case no query will be required as this is a control page).

A Work Item is a standard step in your audit work. Lets say we want to add a step for checking our independence:

Type in what you want your work item to do (this will also become the aim on any sub-page from this item). Give the work-item a name (which should be meaningful and unique to the page).

The 'Action' drop-down is explained in a later tutorial.

'Is respawner' means that if there is a sub-page a sub-page box will appear even after it has been selected once (normally they only appear for the first instance then any subsequent pages must be created from the drop-down).  

'Auto create' means that any sub-page from the item will appear by default in this job type when a client is created.

In this case we'll leave all these at default settings and just select 'save'. This is what our work item now looks like and it now may be used. To add a sub page to this item go back to Part 5.