ACCOUNTING CS- Alerts and notices
- Leave feedback
-
Internal Employees
For licensed users of Accounting CS Workpapers
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.