Draftworx Wiki

Appearance

Template Tools (Cloud) ​

What it is: A menu of advanced maintenance actions for adjusting and updating the structure of an engagement file — including applying reporting standard updates, adding extra links or income statements, restoring default formulas, and resetting sheets to their original template state.

What it's for ​

Over the life of an engagement file, users may need to extend the standard template (more Detailed Income Statements, extra Balance Sheet links), fix accidentally overwritten formulas, switch the income statement presentation format, or apply mandatory updates when reporting standards change. Template Tools provides all of these as guided, one-click operations, with automatic backups before any structural change is made.

How to do it ​

Applying Additional Practice Details ​

When a report is prepared by a different practice to the one on file:

  1. On the relevant report, select Template Tools, then Apply Additional Practice.
  2. The additional practice's details are applied using the information entered in Client Setup.

Restoring a default formula ​

If a cell's formula has been accidentally overwritten:

  1. Select the cell to be corrected.
  2. Select Template Tools, then Replace Cells from Template.
  3. Select Yes to confirm — the cell reverts to the Draftworx default formula.

Switching the SoCI to a Detailed Income Statement ​

To present the Statement of Comprehensive Income in the format of a Detailed Income Statement:

  1. Select Template Tools, then Switch SOCI and DetailedIS.
  2. The SoCI updates to reflect the Detailed Income Statement format.

Adding more than five Detailed Income Statements ​

By default, each file includes five Detailed Income Statements. To add more:

  1. Navigate to the AFS and select Template Tools, then Detailed Income Statements.
  2. Enter the total number of Detailed Income Statements required and select OK.
  3. Go to the Working Trial Balance — the additional sheets are now available for linking.
  4. After linking, return to the AFS and select Refresh to update the display.

When you need more Balance Sheet or Income Statement links than the default provides:

  1. Select Template Tools, then Add Links.
  2. Use the filter bar to search for the link category you need.
  3. Select the relevant links and choose Apply.
  4. Read the warning and select OK.
  5. Draftworx creates a backup file (read-only, visible in Financial Data as [DU Backup] AFS+ Financials) before applying the change.
  6. The additional links appear in the relevant notes in the AFS.

Applying a Disclosure Update ​

When Draftworx releases updates to comply with changes in reporting standards, the Status Sheet shows any outstanding updates. To apply them:

Update priority shown on Status Sheet:

  • Suggested — recommended but not compulsory.
  • Optional — apply only if relevant to the engagement.
  • Compulsory — required by the applicable reporting standard.
  1. Select Template Tools, then Disclosure Update.
  2. Unapplied updates show as blank squares; applied ones show as checked.
  3. Select the relevant update and choose Apply.
  4. Select OK — Draftworx creates a backup before applying the update.

Replacing an entire sheet ​

To reset a sheet back to the Draftworx default (note: all custom changes on the sheet will be lost):

  1. Select Template Tools, then Import Sheets from Template.
  2. Select the sheet to replace and choose Select.
  3. The sheet reverts to the Draftworx default. Any custom edits must be re-applied.

Source ​

https://draftworx.helpjuice.com/en_US/cloud/draftworx-cloud-template-tools

Walkthrough ​