How-to Guide · 05
Import Prior Support
How to carry forward workpaper entries from a previous period into the current one.
Open the account
From Rec HQ, click the account you want to work on and navigate to the Workpapers tab.
Click Import Prior Period
Click the Import Prior Period button at the top of the workpapers list. This is only available when the previous period has at least one support entry.
Review the available entries
A dialog shows all workpaper entries from the previous period — descriptions, amounts, and any attachments. Review what's there before importing.
Select entries to import
Tick the entries you want to bring forward. You can select all or choose individual items. Leave out any entries that are no longer relevant to the current period.
Click Import
Click Import. The selected entries are copied into the current period with the same descriptions and amounts as the prior period.
Update amounts and descriptions
Imported entries are not automatically updated — you must review each one and update the amounts and descriptions to reflect the current period before submitting.
Re-attach files if needed
Attachments are not carried forward during import. If your support documentation has changed, upload the current period files to the relevant entries.