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Workpaper Dashboard

Add a workpaper placeholder

For licensed users of Accounting CS Workpapers
You can insert a placeholder workpaper into the Engagement Binders Tree portlet as a PDF via the Add Workpaper Wizard. Placeholders can be used for multiple purposes and updated in the PDF editor as necessary. For example, placeholder workpapers can be used to reference a hard copy file that isn't currently in the engagement, or used as a reminder to staff to get a specific file from their client annually, or just used as a file that contains general notes.
Do the following to insert a placeholder into the engagement binder.
  1. In the Engagement Binders Tree portlet, open the Add Workpaper Wizard by right-clicking an engagement binder briefcase, folder or workpaper, and selecting
    Add Workpaper
    .
  2. In the Workpaper Type screen, select
    Placeholder
     from the dropdown in the
    Source
     field.
  3. In the Information section of the screen, enter text that you want to include in the placeholder workpaper then select
    Next
    .
  4. Enter a reference, name, and update any other information as needed in the
    Workpaper Properties
     screen.
  5. Select
    Finish
     to insert the workpaper into the engagement binder.

This article applies to:

  • Product: Workpapers CS
  • Subject: Engagements, Workpapers