Filtering the workpapers list

Alerts and notices

The filtering functionality in the Workpapers List enables you to search for workpapers that meet the criteria you select.

  1. Click the Engagements button at the bottom of the navigation pane, and then click the applicable engagement in the navigation pane.
  2. Click the Workpapers tab and then click the Workpapers List button.
  3. In the window that opens, click the Filter Workpapers Column filter icon button in the toolbar.
  4. Enter criteria for filtering the list for any of the fields in the Workpaper Properties section.

    Notes

    • The User Assignment field includes the Lookup list Lookup list button button that opens a list from which you can choose a staff member. If a staff member's name doesn't appear in the list, you can enter any part of the name in the Search Names field or you can enter or the staff member's login information the Search Logins field.
    • You can refine your search by using wildcard characters with your search criteria.
  5. Optional: To save the current filter, click the Save button in the Saved Filters section, enter a name, and click OK. The saved filter will be available in the Saved Filters drop-down list.
  6. Click OK. The filtered list will appear in the Workpapers List window.

Example

To view all workpapers assigned to a specific staff member, enter that user's name in the User Assignment field. To view all workpapers that are assigned to a specific staff member and for which the Preparer has not signed off, select that user's name in the User Assignment field and select Not signed off in the Preparer field.

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Workpapers overview

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