Other Schedule templates allow firms to pre-define the additional schedules they’d like to include in workpapers - saving time, improving consistency, and reducing manual effort.
These templates are especially useful for capturing non-trial balance content like financial statements, advice letters, or engagement documents that apply to the workpaper as a whole.
What are Other Schedules?
Other Schedules are worksheets that sit outside the trial balance and are used to record or verify supporting information that doesn’t link to specific accounts. For example:
Financial Statements
Income Tax Returns
Advice Letters
Meeting Notes
Engagement Agreements
They’re commonly used in both compliance and advisory jobs to group related files, notes, queries, and Calculations.
If you're new to Other Schedules, we recommend reading this article: Other Schedules Explained.
What are Other Schedule Templates?
Templates let your firm create a standardised list of Other Schedules to be applied automatically when setting up a workpaper. Each item in the template can include:
A name
A description (optional)
A tag (optional)
An entity type (optional)
These templates are created and managed by Managers and Administrators under Templates → Other Schedules in the main navigation. Firms can create multiple templates (e.g. for Annual Compliance, Advisory, or Special Purpose jobs) and set one as the default.
You can view templates by status (Draft or Published), search or filter through them, and create new templates from scratch.
💡 Want to learn how to build one? See: Creating a new ‘Other Schedule’ template
How do they work when setting up a workpaper?
When creating a new workpaper, you’ll see an Other Schedule Template dropdown on the second screen of the setup process. If your firm has a default template, it will be pre-selected - but you can change it or remove it if needed.
If selected, the schedules in the template are added to the Other Schedules tab in the workpaper automatically. From there, you can:
Add more schedules manually
Remove any that aren’t needed
Complete the schedules as you normally would
✅ Why use templates?
Before this feature, users had to manually create Other Schedules in each workpaper - typing in names, assigning tags, and maintaining naming conventions. This was time-consuming and introduced room for error.
Other Schedule templates solve this by:
Saving time during setup
Reducing human error
Ensuring consistent naming, tagging and structure across jobs
Making it easier to trigger checklist items based on tags
Can templates be updated later?
Yes. Templates can be:
Edited before or after being published
Published or unpublished at any time
Set as default once published
Synced to open workpapers if needed (⚠️ use with caution)
🔗 See related articles: