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Draftworx Cloud — Index
How to use Draftworx Cloud, distilled from the HelpJuice help centre (https://draftworx.helpjuice.com/en_US/cloud). Notes are grouped by theme and link up to the Domain/ concepts they rely on.
New to Cloud? The official "Draftworx Cloud — Basics" walkthrough (https://scribehow.com/page/DRAFTWORX_CLOUD__BASICS__gcZIwfyLSrS6iWwrz7zxxQ) is the recommended getting-started sequence — 11 sections from signing up through rolling a file forward. Its topics map onto the themed notes below.
Setup
Practice-level configuration and account management.
- Adding an Additional Practice (Cloud)
- Adding Prepaid Credits (Cloud)
- Letterhead Setup (Cloud)
- Managing Users (Cloud)
- Practice Reports (Cloud)
- Practice Settings (Cloud)
- Remote Support (Cloud)
- Sign Up to Draftworx Cloud (Cloud)
- Submitting a Support Request (Cloud)
- Two-Factor Authentication (Cloud)
Clients
Creating and managing client engagements.
- Client Setup (Cloud)
- Creating a new Client Engagement (Cloud)
- File Manager (Cloud)
- Managing Client Engagements (Cloud)
- Navigating to your Client List (Cloud)
- Performing a Year End (Cloud)
- Roll Forward (Cloud)
- Switch Frameworks or Working Papers (Cloud)
- Warning when Another User is Accessing a File (Cloud)
Financial Data
Importing trial balances, linking, journals, and cashbook.
- Adding Additional Links (Cloud)
- Cashbook (Cloud)
- Changing the Link Description (Cloud)
- Creating a Journal (Cloud)
- Delete Options on the Working Trial Balance (Cloud)
- Importing a Trial Balance (Cloud)
- Journals Basic Functionality (Cloud)
- Linking the Working Trial Balance (Cloud)
- Running the Opening Balance Check (Cloud)
- Splitting Depreciation for the PPE Note (Cloud)
- Working Trial Balance Basic Functionality (Cloud)
Financial Statements
Annual financial statements structure, content, and output.
- Adding Multiple Detailed Income Statements (Cloud)
- Annual Financial Statements Basic Functionality (Cloud)
- Checklist (Cloud)
- Cover Page Setup (Cloud)
- Custom Notes (Cloud)
- Directors Report (Cloud)
- Directors Responsibilities and Approval (Cloud)
- General Information Sheet in the Annual Financial Statements (Cloud)
- How to Print and Save the Annual Financial Statements (Cloud)
- Independent Auditor's Report (Cloud)
- Index Sheet (Cloud)
- Inserting a New Sheet (Cloud)
- Preview Annual Financial Statements (Cloud)
- Print Preview Settings (Cloud)
- Re-Order Notes on the SoFP (Cloud)
- Reviewing the Cashflow Statement (Cloud)
- Show, Hide and Move Sheets on the Content Tab (Cloud)
- Tax Recon - SoFP and SoCI (Cloud)
- Unlocking Cells to Edit (Cloud)
- Updating SoFP Line Items (Cloud)
- Using the Status Sheet (Cloud)
Advanced
Consolidations, foreign currency, electronic review, and template maintenance.