Quick descriptions are pre-set options that help users quickly add standardised notes or explanations when preparing workpapers.
Types of quick descriptions
There are two types of quick descriptions:
Entry Quick Descriptions: These are used when adding entries on a worksheet.
Not Applicable Descriptions: These are used when marking procedures or checklists as not applicable.
Users can select a quick description from the list or type in their own custom text while working on a workpaper.
Updating quick descriptions for the firm
ℹ️ Note: Only Administrators and Managers can edit quick descriptions for the firm.
To update quick descriptions, follow these steps:
Click on the cog icon in the top-right corner to open the Firm Settings area.
Navigate to the Quick Descriptions tab to view your current descriptions.
Select Edit to modify the list of descriptions. You can now:
Add a new description by clicking the ‘Add Description’ button.
Delete a description by clicking the bin icon next to it.
Reorder descriptions by dragging them using the six dots icon.
Discard changes if you want to revert to the previous setup.
Once you’re satisfied with your updates, click Save to apply the changes.
💡 Tip: Reorder your quick descriptions list to prioritise your most important or frequently used entries. This ensures they appear at the top whenever you’re selecting quick descriptions, saving time and improving efficiency.
💡 Recommendation - Here are some common quick descriptions firms use:
Entry Quick Descriptions:
Per Attached
Per Trial Balance
Balance Brought Forward
Rounding
Reclassified From Other Account
Not Applicable Descriptions:
“No payment slip required”
“No transactions during this period.”
“No tax return required.”
“No balance to reconcile."
Keep descriptions concise and relevant to avoid confusion and ensure consistency across workpapers.