Accounting CS
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 |
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Using the Engagement Binders Tree portlet Right-click menu commands in the Engagement Binders Tree portlet |
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