Inserting a custom workpaper into the current Excel workpaper

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

The Engagement CS menu in Excel includes a command called Insert Custom Workpaper that enables you to add a new custom Excel Workpaper to the current workpaper.

Note: To have the Engagement CS command menu appear on the toolbar in Excel, you must open the Excel workpaper from inside Engagement CS

Follow these steps to insert a custom workpaper into the current workpaper:

  1. Open the Excel workpaper from within Engagement CS.
  2. Choose Engagement > Insert Custom Workpaper and click Yes to open the Insert Engagement Document - Custom Workpaper > Account Information page of the Create Workpaper wizard.
  3. Proceed through the wizard to select the Chart of Accounts subset and customize the column definitions for the workpaper.
  4. When you have finished setting up your custom workpaper, click Finish to finalize the process and insert the new custom workpaper in the first tab of the original workpaper.

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