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Insert variable formulas

From the Workpapers Dashboard, open the workpaper in Microsoft Excel.
Select the cell you want to insert the variable in.
In Excel, go to the Workpapers CS add-in ribbon and select
Insert Formula
.
Go to the Variable Type section and choose
Text
or
Amount
.
In the Formula grid:
If it's a Text variable, select the
Source
,
Name
, and
Type
.
If it's an Amount variable, select the
Source
,
Name
,
Type
, and
Operator
.
If it's an Amount variable, define the amount type, period, year, and segment that applies to the entire formula.

Additional information

You can select
Format Variables
on the Workpapers CS add-in ribbon to format amounts in the workpaper.
Format	Options	Example
Negative sign	Leading, Leading in red, None, Parentheses, Parentheses in red, Trailing, or Trailing in red	-$100.00, -$100.00, $100.00, ($100.00), ($100.00), $100.00-, $100.00-
Zero amounts	Blank, Dash, or 0	<blank>, - , 0
Decimal places	0, 1, 2, 3, or 4	$100, $100.2, $100.21, $100.210, $100.2100
Dollar percent	None, Dollar $, or Percent %	<blank>, $100.00, 100%
note
Format changes are applied to new variables only and not to existing ones. (For example, if decimal precision is set to 4 and a new variable is inserted, and then the decimal precision is reset to 2, the 4 is retained for the variable that already exists, and a decimal precision of 2 is applied to all subsequent variables.)
Amount variables show debits as positive amounts and credits as negative amounts regardless of the classification code that is assigned to the account.
If you insert a Text variable and you've selected
Engagement Properties
as the source and
Date
in the Name column, you can choose
Format Variables
on the add-in ribbon to select a specified date format.
Format	Options
Date	December 31, XXXX December 31 December Dec 31, XXXX Dec 31 Dec 12/31/XXXX 12/31/XX
The contents of the dropdowns in the Formula section of the Insert Variable screen are based on the variable type you selected.
Variable type	Source	Name	Type
Amount	<Account Grouping names> Account Account Classification Custom field Leadsheet Schedule Net Income calculation Tax code	<Based on Source selection>	Balance Credit Debit
Text	<Account Grouping names> Account Tax code Custom field Date Firm properties Client properties *Engagement properties Workpaper properties	<Based on Source selection>	Account number Description Code
When you create a Text variable that transfers from *Engagement Properties (Source) and Period End Date (Name), you can specify a period and year for the variable in the Amount Definition section of the Insert Variable window.
The contents of the dropdowns in the Amount Definition section apply to the entire formula.
Amount type	Period	Year
Beginning Balance	[CP] Current Period	C Current Year
Transactions	[CY] Current YTD	1P - Prior Year
Unadjusted	[CT] Current Year Total	2P - 2 prior years ago
Adjusted	[CZ] Current Year Cumulative
Report	[C1]-[C12] Period 1-12
Tax
Other
Adjusting JE
Reclassifying JE
Tax Adjustment JE
Other JE
Potential JE
Budget
Adjusted Budget
Budget 3
Budget 4
Budget 5
To edit a period for multiple cells in a custom Excel workpaper that is open from Accounting CS, select
Properties
from the Workpapers CS add-in ribbon and make the changes for the selected cell.

Insert inline variables

Change the period or date format.
Replace the
Your text here
with your own text.
Include the quotation marks.

="Your text here"&TEXT(WPCSText("EP<Period End Date'Description><Text'Unadjusted'CP'C'>"),"MMMM DD, YYYY")

Change the period or date format.
Replace the
Your text here
with your own text.
Include the quotation marks.

="Your text here"&TEXT(WPCSText("EP<Period End Date'Description><Text'Unadjusted'CY'C'>"),"MMMM DD, YYYY") &"and"&TEXT(WPCSText("EP<Period End Date'Description><Text'Unadjusted'CY'1P'>"),"YYYY")

"Your text here December 31, 20XX and 20YY"
(where XX is the current year and YY is the prior year.)