Workpapers CS Release User Bulletin v.2018.3.0- September 27, 2018

Alerts and notices

Did you know...?

  • You can search for specific information in this article. Details

    Follow these steps.

    1. Expand the text for the applicable sections or click the Show expandable text link at the top of this article to expand all text in the article.
    2. Press CTRL+F on your keyboard to open a search field above the toolbar.
    3. Enter the search term in the search field. As you type your search term, the Help & How-To Center highlights all instances of the term in the body of the article.
  • If you are looking for a specific update, but it doesn't appear in this bulletin, try checking the Workpapers CS Alerts & notices article. 

General

  • You can now sort by multiple columns in the Actions > Enter Transactions screen. Details
    For multi-column sorting, hold down the SHIFT key on your keyboard as you click the column headers by which you want to sort.
  • We have added the Sort Order button in the Setup > Engagement Binders screen so you can easily change the order of binders within the Engagement Binders Tree portlet. (Accounting CS Ideas Community #1034) Details
    • You can access the Engagement Binders screen by choosing Setup > Engagement Binders or by clicking the Add Engagement Binder button in the Workpapers Dashboard.
    • Changing the order of binders in the Engagement Binders Tree portlet in this way does not change the display order in the Engagement Binders screen.
  • When you insert a Workpaper Reference via the Actions > Enter Transactions screen or the Actions > Enter Trial Balance screen, you can now sort and expand all columns. (Accounting CS Ideas Community #254)
  • We have added new privilege selections for the Recycle Bin to the Workpapers tab of the Setup > Firm Information > Security Groups screen. Details

    The new privileges are:

    • Restore All
    • Delete
    • Restore

Report Designer

  • We have added the Firm Tax Codes section of variables to the variable tree.

Related articles

Prior release user bulletins

Support Contact Information page on our website

Finding answers in the Help & How-To Center

Accounting CS Ideas Community

In this article