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Ordering an additional balance sheet

How to order an additional balance sheet

Cara Benecke avatar
Written by Cara Benecke
Updated over a week ago

At WorkFlex, we understand that assignment details can change quickly, particularly in the early stages of planning. Our goal is to offer flexibility to adapt to these changes while ensuring compliance throughout the process.


Follow these steps to order an additional balance sheet for a specific assignment:

  1. Select the assignment: Click on the assignment that requires the additional balance sheet.

  2. Go to documents: Navigate to the "Documents" tab.

3. Initiate order: Click the "Order balance sheet" button.

4. Complete the form: Fill in the required information. (Note: Data previously entered will be pre-filled for your convenience.)

5. Add details (Optional): Include any additional relevant details or notes

6. Review & Submit: Click Next, follow the submission flow, review all the information on the summary page, and then click Submit.


What happens next? Once submitted, our team will immediately begin processing your request and will either reach out to you directly or upload the completed documents to the assignment.

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