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Workpaper Dashboard

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
    .
    note
    The
    Properties
     command isn't available in the Workpapers CS add-in ribbon for Microsoft Excel workpapers that are added as external or blank documents via the Add Workpapers wizard within Accounting CS Workpapers.
  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.
    note
    If you don't enter custom heading text, the application will use the default column headings.
  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
    .
note
  • If Excel displays a security warning prompt below the toolbar, select
    Enable Content
     then
    Continue
     in the prompt that follows.
  • By default, columns
    A
     and
    B
     (defined as Account Number/Account Grouping and Description respectively), and column
    C
     (hidden link reference) can't be deleted or moved in the column order.
  • You can select
    Copy Column
     to copy the attributes of the currently selected column to a new column in the grid.
  • You can select
    Delete Column
     to remove the selected column from the grid.
  • You can select
    Move Up
     or
    Move Down
     to change the position of the selected column in the workpaper.

This article applies to:

  • PRODUCT: Workpapers CS
  • Subject: Engagements,Workpapers