Overview: The Lead schedule view offers an intuitive and comprehensive way to visualise and manage grouped accounts, streamlining your workflow and boosting productivity.
Firms are able to choose whether or not to use use lead schedules in the Admin Centre.
Please refer to the Glossary for definitions of key terms used in this article.
Default settings
By default, for Australian users, the use of lead schedules is set to 'Do Not Prompt', while for United Kingdom users, the use of lead schedules is set to 'Always Yes'.
Enable use of lead schedules
From the Admin Centre, click Workpapers Admin under the Workpapers banner.
From here, select to view the Preferences.
Scroll to the bottom, and here you will see a drop-down for 'User Lead Schedule'.
Make your selection as appropriate using the drop-down menu.
Once happy, click Save and Close.
Note: This will change the lead schedules preference at a firm level. It is not possible to change the lead schedule preference at an individual binder level.