Insert Workpaper Link dialog

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Change to CS Support service hours

Our Support department is closed on Friday, April 28th for a company event. However, limited Accounting CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline for quarterly payroll tax forms.

Links to our most popular payroll tax processing topics are available in the Alerts and notices section on the right side of most pages.

Use the Insert Workpaper Link dialog to add a hyperlink from the Enter Transactions screen or the Enter Trial Balance screen to an existing workpaper in Accounting CS Workpapers. When you click the link, the workpaper opens in it's native application (e.g., Microsoft Excel or Microsoft Word, and so forth).

Choose Actions > Enter Transactions, and click the Ellipsis Ellipsis button button in the Workpaper Reference column of the Transactions Details section of the Enter Transactions screen.

–OR–

Choose Actions > Enter Trial Balance, and click the Ellipsis Ellipsis button button in the Workpaper Reference column of the Trial Balance grid.

Notes

  • If the Workpaper Reference column does not appear in the Trial Balance grid, you will need to add it via the View Maintenance dialog for the selected view.
  • The transaction type must be Journal Entry and the Subtype must be any type other than Regular for the WP Reference column to appear in the Transactions Detail section of the Enter Transactions screen.

Fields & buttons

Select an engagement binder from the drop-down list to display the contents of the selected binder in the Workpapers grid.

Select a workpaper listed in the Workpapers grid to insert as a link in the Workpapers Reference column.

Click to insert a link for the selected workpaper in the Workpapers Reference column.

Click to delete a link for an existing workpaper in the Workpapers Reference column.

Related topics

Inserting a workpaper link in the Enter Transactions and Enter Trial Balance screens

View Maintenance dialog

Enter Trial Balance Options dialog

Using the Journal Entry View

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