Draftworx Desktop Basics July 2026

In this Draftworx Basics session, we will give you a complete guided tour of Draftworx Desktop. We cover all the fundamentals step-by-step — starting with the opening screen, setting up clients, importing data, and producing your first financial statements. By the end, you will have the confidence to use the software efficiently and save valuable time. Let’s get started! 0:00 Welcome & Webinar Overview 2:12 Today's Focus: Linking, PPE, Reconciliations & Cash Flow 2:46 Draftworx Settings and Initial Setup 10:25 Creating a New Client File 14:54 Understanding the Client Summary Screen 19:26 Client Setup and Financial Statement Information 25:23 Shareholders and Directors Setup 29:03 Financial Years and Reporting Periods 34:47 Financial Statement Layout and Presentation Options 38:00 Naming Conventions and Global Replacements 39:59 Trial Balance Import Process 43:28 Importing Excel Trial Balances 48:49 Linking Explained: How Financial Statement Mapping Works 55:12 Manual Linking Walkthrough 1:02:04 Smart Linking Tips and Review Process 1:09:43 Current vs Non-Current Reclassification 1:12:50 Linking Best Practices Summary 1:13:24 Reviewing Financial Statements 1:14:09 Managing Content, Reports and Document Sections 1:19:09 Understanding the Status Sheet 1:21:53 PPE Reconciliations Explained 1:28:24 Journal Entries and Correcting Reconciliations 1:32:54 Financial Statement Review and Live Preview 1:35:55 Showing, Hiding and Editing Disclosures 1:39:43 Real-World Client Scenario: Mr Kofi's Urgent Request 1:41:42 Rolling Forward to a New Financial Year 1:47:25 Resolving Retained Earnings Issues 1:50:51 Cash Flow Reconciliation Explained 1:54:49 Cash Flow Troubleshooting & Legacy Files 1:57:42 Building Custom Notes and Profit Analysis 2:01:23 Letterheads, PDF Preview and Final Output 2:07:47 Using Draftworx Support Features 2:12:59 Webinar Wrap-Up