Workpaper Properties dialog

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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.

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For licensed users of Accounting CS Workpapers

The Workpaper Properties dialog enables you to view all information pertaining to a specific workpaper and to designate the name and reference for the currently selected workpaper. You can also specify the roll forward treatment for a workpaper, assign the workpaper to a specific staff member, track signoffs, view the status of the current workpaper, and choose to delete the workpaper when the engagement is ready to be finalized.

Right-click a new or existing workpaper in the Engagement Binders Tree portlet in the Workpapers Dashboard and choose Properties to view or update the workpaper information.

Notes

  • You cannot modify the properties for a selected workpaper if it is currently checked out from the engagement binder.
  • You cannot modify the properties of a protected workpaper. Right-click the workpaper and choose Unprotect to make it available for editing. And if the engagement binder has been Finalized, you must first right-click the finalized engagement briefcase in the Engagement Binders Tree portlet, and choose Unfinalize to return the binder back to an active state.

Fields & buttons

Workpapers CS automatically enters the Workpaper reference information that is provided on the Workpaper Properties screen of the Add Workpaper Wizard, but you can change it if necessary.

Note: Workpaper references must be unique within a single engagement binder.

Workpapers CS automatically enters the Workpaper name that is provided on the Workpaper Properties screen of the Add Workpaper Wizard, but you can change it if necessary.

Note: Workpaper names must be unique within a single engagement binder.

Workpapers CS automatically enters the name that is provided on the Workpaper Properties screen of the Add Workpaper Wizard, but you can change it if necessary.

You can choose to exclude, include, or replace the currently selected workpaper during the Roll Forward process.

Note: This field is automatically filled with one of the following options based on the selections made in the Workpaper Properties screen when the workpaper was added to the engagement.

  • Exclude. Flags the workpaper for exclusion from the new engagement that is rolled forward.
  • Include. Flags the workpaper to be included in the new engagement binder that is created.
  • Replace - placeholder. Inserts a place holder in the engagement binder to assist in tracking and organizing manual documents after the roll forward is complete.
  • Replace - PPC Checkpoint Tools. Replaces the selected workpaper with another workpaper from PPC Checkpoint Tools. (Note that this option is available only if you are licensed for PPC Checkpoint Tools and have the product installed.)
  • Replace - selected engagement binder. Replaces the selected workpaper with a workpaper that is selected from another engagement binder.
  • Replace - SMART Practice Aids. Replaces the existing PPC workpaper with another workpaper from SMART Practice Aids. (Note that this option is available only if you are licensed for SMART Practice Aids with the Field Work module installed.)

Displays the current status of the workpaper (Available, Protected, Checked out, and so forth.)

Note: The properties of a protected workpaper cannot be modified. Right-click the workpaper and choose Unprotect to make it available for editing. And if the engagement binder has been Finalized, you must first right-click the finalized engagement briefcase in the Engagement Binders Tree portlet, and choose Unfinalize to return the binder back to an active state.

Mark this checkbox to delete the selected workpaper during the finalize process.

Note: The checkbox is automatically marked or unmarked based on whether it was marked or not on the Workpaper Properties page of the Add Workpaper Wizard when the workpaper was added to the engagement binder.

Displays the ID, Date, and title of the staff person who signed off for the selected workpaper and the date that the staff person signed off.

Note: You can right-click a selected workpaper in the Engagement Binder Tree portlet or in the Workpapers List portlet and choose Add Signoff from the context menu to insert a signoff for the selected workpaper.

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