Workpaper

A workpaper is the worksheet an accountant uses to support a balance — a structured record of how a number was derived from underlying documents.

Workpapers tie back to client documents: a bank reconciliation workpaper depends on a bank statement; a debtors workpaper depends on aged receivables.

RequestLoops feeds workpapers by collecting the underlying documents on a recurring schedule and routing them into your workpaper folder structure on Drive or OneDrive.

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