Notes

• You can choose Format Variables  in Workpapers CS add-in ribbon to format amounts in the workpaper. Show me
  
  

  Format	Options	Example
  Negative sign	Leading, Leading in red, None, Parentheses, Parentheses in red, Trailing, or Trailing in red	-$100.00, -$100.00, $100.00, ($100.00), ($100.00), $100.00-, $100.00-
  Zero amounts	Blank, Dash, or 0	<blank>, - , 0
  Decimal places	0,1,2,3, or 4	$100, $100.2, $100.21, $100.210, $100.2100
  Dollar percent	None, Dollar $, or Percent %	<blank>, $100.00, 100%

  Note: Format changes are applied to new variables only and not existing ones. (For example, if decimal precision is set to 4 and a new variable is inserted, and subsequently the decimal precision is reset to 2. The original value of 4 is retained for the variable that already exists, and a decimal precision value of 2 is applied to all subsequent variables.)

• Amount variables display debits as positive amounts and credits as negative amounts regardless of the classification code that is assigned to the account.
• If you choose to insert a Text variable into the workpaper with Engagement Properties selected as the Source, and a Date (Beginning Date, Ending Date, or Period End Date) selected in the Name column of the Formula grid, you can choose Format Variables in the Workpapers CS add-in ribbon to select a specified date format. Show me
  
  

  Format	Options
  Date	December 31, XXXX December 31 December Dec 31, XXXX Dec 31 Dec 12/31/XXXX 12/31/XX

• The contents of the drop-down menus in the Formula grid of the Insert Variable dialog are based on the variable type that is selected.

  Variable type	Source	Name	Type
  Amount	<Account Grouping names> Account Account Classification Custom field Leadsheet Schedule Net Income calculation Tax code	<Based on Source selection>	Balance Credit Debit
  Text	<Account Grouping names> Account Tax code Custom field Date Firm properties Client properties *Engagement properties Workpaper properties	<Based on Source selection>	Account number Description Code

• When you create a Text variable that flows from *Engagement Properties (Source) and Period End Date (Name), you can specify a period and year for the variable in the Amount Definition section of the Insert Variable dialog.
• The contents of the drop-down menus in the Amount Definition section of the Insert Variable dialog applies to the entire formula.

  Amount type	Period	Year
  Beginning Balance Transactions Unadjusted Adjusted Report Tax Other Adjusting JE Reclassifying JE Tax Adjustment JE Other JE Potential JE Budget Adjusted Budget Budget 3 Budget 4 Budget 5	[CP] Current Period [CY] Current YTD [CT] Current Year Total [CZ] Current Year Cumulative [C1]-[C12] Period 1-12	C Current Year 1P Prior Year 2P 2 prior years ago

• To edit a period for multiple cells in an custom Excel workpaper that is open from the Accounting CS Workpapers , choose Properties in the Workpapers CS add-in ribbon and make the appropriate changes for the selected cell. Show me.