Define columns in a Microsoft Excel workpaper

For licensed users of Accounting CS Workpapers
Do the following procedure to define columns in a custom Microsoft Excel worksheet that's created from within Accounting CS Workpapers.
  1. In the Workpapers Dashboard, double-click the spreadsheet workpaper to open it in Microsoft Excel.
  2. Select the
    Workpapers CS
    add-in ribbon, then select
    Properties
    .
  3. Select the column that you want to define in the grid.
  4. Select a column type from the dropdown for the selected column, then enter a custom heading.
  5. Select the amount properties (amount type, balance type, period, and year) in the Type Definition section.
  6. Choose the page orientation. Mark the
    Landscape
    checkbox to set the workpaper orientation to landscape, or leave it cleared for portrait.
  7. Select
    Next
    .