Printing from the Workpapers Dashboard

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For licensed users of Accounting CS Workpapers

If you are licensed for the Workpapers service in Accounting CS, you can save entire engagement binders from Accounting CS Workpapers to FileCabinet CS or to a Portable Document Format (PDF) at a time that is most convenient for you.

  1. Click the Print WP Print button button in the Engagement Binders Tree portlet of the Workpapers Dashboard or right-click a briefcase in the tree view and choose Print to open the Print dialog.
  2. If you are licensed for FileCabinet CS and have the application installed, you can mark the Output to FileCabinet CS checkbox to save the engagement binder to the FileCabinet data location and open the FileCabinet CS Documents dialog. Use this dialog to confirm the contents of the engagement binder and preview a book marked PDF of the engagement binder prior to sending it to FileCabinet CS.

    - OR -

  3. Mark the Output to file checkbox and save the engagement binder to Portable Document Format (PDF) in a location of your choice.
  4. Click the Options button and mark checkboxes in the Options dialog to customize your reports.
    • Include annotations that are inserted into all PDF documents from the engagement binder.
    • Exclude empty folders in the output.
    • Exclude workpaper references in the output.
    • Print Individual Workpapers. (Click the Ellipsis button Ellipsis button to open the Print Workpapers dialog and select the individual workpapers that you want to print. You can also choose to combine selected workpapers into a single PDF file by marking that checkbox.)
  5. You can mark the Open file when complete checkbox to open a view of the output.
  6. Click OK to close the Print dialog and save the report.
  • A recommended best practice is to Finalize the engagement when all work is complete in the engagement binder, save to FileCabinet CS or PDF to archive the engagement binder, and then when you are ready, delete it from the Workpapers Dashboard. (To complete the finalize process, all workpapers must be checked into the engagement binder.)
  • Selections that are made in the Options dialog are saved on a per-staff basis and are applied to future output for all clients in the firm.

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