Insert Engagement Document - Custom Workpaper > Column Definition

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Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

On this page of the Create Workpaper wizard you can define columns for the custom worksheet or cash flow statement that you are creating by choosing one of the available column types.

See also: Defining columns in the Create Workpaper wizard

Special information

  • When creating a Indirect or Direct Cash Flow Worksheet, only the variable type of Year is available. (Cash flow worksheet data is only saved on a yearly basis with the selected balance type when the worksheet was created.)
  • When creating a Indirect or Direct Cash Flow Worksheet, Column A automatically creates the Cash Flow Line Description. After defining the columns for the statement of cash flows, the cash flow statement is formatted in Microsoft Excel as a cash flow statement that include the following three sections that are based on the assigned cash flow types:
    • Operating
    • Investing
    • Financing Activities

Note: 990 clients have slightly different cash flow lines and these differences are reflected in the Excel worksheet that is created. For details, see Indirect > Direct Cash Flow Worksheet.

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