Linking engagement information to an Excel workpaper

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You can use the AdvanceFlow toolbar in Microsoft Excel to link information for an engagement to items in an Excel workpaper.

Note: You must install the applicable Office Add-In to enable the AdvanceFlow toolbar in Microsoft Excel.

  1. From within the Workpapers tab, right-click the Excel workpaper that includes the data that you want to link and choose Edit from the context menu.
  2. Click the AdvanceFlow tab in the Microsoft Excel menu to access the AdvanceFlow toolbar. You can add variables, checkmarks, or tickmarks; sign off on specific items; or recalculate linked trial balance data.

Note: Features related to linked data may require you to enter your AdvanceFlow login information.

Related topic: Engagements overview

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