Defining columns in an Microsoft Excel workpaper

Internal Employees

Use the following procedure to define columns in a custom Microsoft Excel worksheet that is created from within Accounting CS Workpapers.

In the Workpapers Dashboard, double-click the spreadsheet workpaper to open it in Microsoft Excel.
Click the Workpapers CS add-in ribbon, and then choose Properties .

Note: The Properties command is not 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.
Select the column that you want to define in the grid.
Select a column type from the drop-down list for the selected column, and enter a custom heading.

Note: If you do not enter custom heading text, the application will use the default column headings.
Select the amount properties (amount type, balance type, period, and year) in the Type Definition section.
Choose the page orientation. Mark the Landscape checkbox to set the workpaper orientation to landscape, or leave it cleared for portrait.
Click Next.

Notes

If Excel displays a security warning prompt below the toolbar, click the Enable Content button, and then click the Continue button 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) cannot be deleted or moved in the column order.
You can click the Copy Column button to copy the attributes of the currently selected column to a new column in the grid.
You can click the Delete Column button to remove the selected column from the grid.
You can click the Move Up or Move Down buttons to change the position of the selected column in the workpaper.

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