ʯƵɫ

Skip to main content

  • Categories

  • Top products

Recommended products

Questions? We are here to help

  • Categories

  • Top products for corporations

  • Top products for accounting firms

Recommended products

Questions? We are here to help

Recommended products

Questions? We are here to help

  • Categories

  • Top products

Recommended products

Questions? We are here to help

  • Who we serve

  • Services

  • Platforms

  • Media Solutions

  • About

Recommended products

Questions? We are here to help

Books

Recommended products

Questions? We are here to help

  • APIs by industry

  • Use case library

  • Related sites

  • New releases

  • Join a TR community

  • Free trials & demos

Sign in to your products
Workpaper Dashboard

Add blank Microsoft Excel and Word workpapers

For licensed users of Accounting CS Workpapers
  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 of the Add Workpaper Wizard, select
    Blank Excel
     or
    Blank Word
     from the
    Source
     dropdown, then select
    Next
    .
    note
    You can mark the
    Macro enabled
     checkbox to enable all macros for the workpaper.
  3. For each workpaper, select the workpaper properties in the
    Workpapers Properties
     screen.
  4. Select
    Finish
     to insert the workpaper into the engagement binder.

This article applies to:

  • PRODUCT: Workpapers CS
  • Subject: Engagements,Workpapers