Opening a PPC Checkpoint Tools Excel and/or Word document results in read-only

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Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

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When opening a PPC Checkpoint Tools document and selecting a field the cursor may jump to the top of the page. You may also be prompted to do a 'Save As' when saving the document as the document has opened as Read-Only.

With the document opening as Read-Only, look at the following:

  • Verify that the staff person that has opened the document has the appropriate Workpaper Assignments and/or Staff Privileges to the document. The staff person either needs to be assigned to the document or if they have the Read only assignment on the document then they also need the Staff Privilege of 'Edit workpapers assigned to other staff'.
  • Verify the same document can be opened in PPC Checkpoint Tools.
  • Verify that the appropriate Checkpoint Tools title and year is installed on the computer that is trying to modify the document. If the appropriate Checkpoint Tools title and year is not installed, documents will open as Read-only. To verify that the appropriate Checkpoint Tools title is installed, open Checkpoint Tools for PPC and verify the title exists with the appropriate year and that the title is showing as current and not expired.
  • If a document was generated from PPC SMART Practice Aids and Field Work is enabled on the engagement in SMART Practices aids then the document will open as Read-Only. All documents generated with the Field Work module enabled in Smart Practice Aid will generate as Read-Only.
  • Verify that the PPC Add-in is not disabled.
  • Open Checkpoint Tools, go to Options > Checkpoint Credentials, rekey your Checkpoint User Name and Checkpoint E-mail Address, click Submit.

    Office 2010 or higher
    1. Choose File > Options.
    2. Select Add-ins on the left hand side.
    3. In the Manage field select Disabled Items and click Go.
    4. If anything with PPC is listed, highlight the Add-in and click Enable.
  • Verify that the PPC Add-in is enabled.

    Office 2010 or higher
    1. Choose File > Options.
    2. Select Add-ins on the left hand side.
    3. in the Manage field select COM Add-ins and click Go.
    4. Verify the PPC Add-ins are checked.
  • Repair the Checkpoint Tools for PPC framework.

    Windows operating system:
    1. Choose Start > Control Panel > Programs and Features.
    2. Highlight Checkpoint Tools for PPC.
    3. Click Repair.
  • Re-install Checkpoint Tools.

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