How-to Guide · 03
Add / Remove Support
How to attach supporting documentation to an account balance and keep your workpapers in order.
Open the account
From Rec HQ, click the account you want to add support to, then navigate to the Workpapers tab.
Click Add Support
Click the Add Support button to create a new workpaper entry. A row will appear in the support table.
Enter a description
Give the supporting item a clear description — for example, 'August prepayment schedule' or 'Trade creditors listing as at 31 Aug'.
Enter the supporting balance
Enter the amount this support item represents. The total of all support entries should equal the account balance in Xero. RecHound will flag any difference.
Check the variance
The variance indicator at the top of the workpapers section shows whether your total support agrees to the account balance. A zero variance means you're balanced.
To remove a support entry
Click the delete icon (trash) on the relevant row. You'll be asked to confirm before the entry is removed. This cannot be undone.
Submit for approval
Once your support is complete and the variance is zero, click Submit to send the reconciliation for review by the assigned approver.