Folder Properties dialog

Alerts and notices

For licensed users of Accounting CS Workpapers

Use the Folder Properties dialog to add a new folder or sub-folder in the Engagement Binders tree. You can also set up a default workpaper reference that is automatically assigned and increments with each workpaper that is added to the folder.

Note: There is no limit to the number of subfolder levels that you can add in the engagement binder.

Fields & buttons

  • Folder name. Enter a name for the folder of up to 108 alphanumeric characters.
  • Default Reference
    • Starting reference. Enter a starting reference of up to 20 alphanumeric characters including optional separators (decimal, forward slash, hyphen).
    • Increment by. Enter a numeric character (default value is 1)


Examples

Setting Result
Reference A-1, Increment by 1 A-1, A-2, A-3
Reference TB10, Increment by 10 TB10, TB20, TB30
Reference BS/, Increment by 5 BS/, BS/5, BS/10, BS/15
Reference TS-1-2, Increment by 2 TS-1-2, TS-1-4, TS-1-6

Related topics

Using the Engagement Binders Tree portlet

Workpaper Properties dialog

Right-click menu commands in the Engagement Binders Tree portlet

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