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Workpaper Dashboard

Add a workpaper link

You can add workpaper links in the WP Reference column of the
Enter Transactions
 and
Enter Trial Balance
 screens that let you launch and view the related workpapers from the client's engagement binder in its native application (for example, Microsoft Word, Microsoft Excel, and so forth).

Add a workpaper link in the Enter Transactions screen

  1. Select
    Actions
     then
    Enter Transactions
     to add or update a journal entry.
  2. Select the ellipsis in the WP Reference column to open the
    Insert Workpaper Link
     screen.
  3. Select the engagement binder from the
    Engagement Binder
     dropdown that contains the workpaper to create a link from.
  4. Select the row in the Workpapers list that contains the workpaper, then select
    Insert
     to insert the reference link in the WP Reference column for the transaction.

Add a workpaper link in the Enter Trial Balance screen

  1. Select
    Actions
     then
    Enter Trial Balance
     and select the client from the client selection field.
  2. Select
    View Maintenance
     (in the upper-right corner of the screen).
  3. In the
    View Maintenance
     screen, select the view then select
    Edit
    .
  4. Select the first blank row (marked by an asterisk) in the Column Order grid then select
    Workpaper Reference
     in the
    Column Type
     field.
  5. Select the appropriate
    Period
     and
    Year
     in the Column Definition section.
  6. Select
    Enter
     to save the change then
    Done
     to return to the
    Enter Trial Balance
     screen.
  7. Select the ellipsis in the WP Reference column to open the
    Insert Workpaper Link
     screen.
  8. Select the engagement binder from the
    Engagement Binder
     dropdown that contains the workpaper to create a link from.
  9. Select the row in the Workpapers list that contains the workpaper, then select
    Insert
     to insert the reference link in the Workpaper Reference column in the selected row of the Trial Balance grid.

This article applies to:

  • Product: Workpapers CS
  • Subject: Engagements, Workpapers