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For non-Virtual Office or Software as a Service (SaaS) firms
When you open a Microsoft Excel workpaper, the Workpapers CS add-in is automatically loaded. The add-in is needed to link the workpaper to the Actions > Enter Trial Balance screen in the main application. If there is a problem with the add-in, you may experience one of the following.
- Cells display #VALUE or #NAME.
- The Workpapers CS menu may not appear on the toolbar or ribbon bar in Microsoft Excel.
- Documents are not automatically returning to the binder, meaning that the status of the workpaper displays as Checked Out instead of Available when the workpaper is closed.
Use the following steps to correct the functionality of the Workpapers CS add-in.
If you have documents that are not automatically returned to the binder when you close the workpaper, click here to view steps to recover the documents before continuing with the information below.
Verify that you are using a supported version of Microsoft Office
Verify that Workpapers CS is not being run as the administrator
Review your Trusted Locations in Microsoft Excel
Disable any addins you're not using
Reinstall the application on the workstation using Desktop setup.
Note: If you do not see improvement after following these steps and your system has Trend Micro installed, you may need to contact Trend Micro for additional assistance.
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For VO/SaaS firms: If this is happening for a firm on VO/SaaS, talk to the Web CF on duty and ask them to reset the user's profile.
With the 2015.3.0 update for ACS/WPCS, certain Microsoft components were updated and may cause a conflict with Microsoft Office 2010 and earlier. Install the updated Microsoft Visual Studio Tool, and then close and reopen Microsoft Word or Excel to resolve the addin not loading.
To look for and fix potential addin conflicts:
Thomson Reuters recommends consulting a qualified IT professional before making changes to the registry as problems with the registry can cause serious problems with the operating system. It is also recommended that you backup the registry before making changes to it.
- Open the Start menu and then type "regedit" in the search to open the Registry Editor.
- Browse to the HKEY_CURRENT_USER\Software\Microsoft\Office\Excel\Addins
- Click on the first item in the Addins folder.
- Double-click LoadBehavior and then change the ValueData to 1 and click OK.
- Repeat steps 2-4 for the following locations as well. Note that if the first item does not have the LoadBehavior item, move down to the next item.
HKEY_CURRENT_USER\Software\Microsoft\Office\Word\Addins
HKEY_LOCAL_MACHINE\Software\Microsoft\Office\Excel\Addins
HKEY_LOCAL_MACHINE\Software\Microsoft\Office\Word\Addins
HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Microsoft\Office\Excel\Addins
HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Microsoft\Office\Word\Addins
HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Software\Microsoft\Office\Excel\Addins
HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Software\Microsoft\Office\Word\Addins - Close the Registry Editor and reboot your computer.
Note: The following folders in the Registry Editor should remain at a LoadBehavior value 3.
- PPCExcel12
- PPCExcel12Repurpose
- PPCMenu.dsrPPCMenuExcel
- PPCOBPA.ExcelConnect
- PPCSecurity.PPCSecurityDsr
- CS.Accounting.OfficeIntegration.ExcelVstoAddin
- CS.Accounting.OfficeIntegration.WordVstoAddin
- WordEEFonts.Connect
- AdvanceFlow.ExcelAddIn
- cab_addin.Connect
Error message: Unable to cast COM object of type 'Microsoft.Office.Interop.Excel.ApplicationClass; to interface type 'Microsoft.Office.Interop.Excel._Application'. This operation failed because the QueryInterface call on the COM component for the interface with IID '{000208D5-0000-0000-C000-000000000046}' failed due to the following error: Library not registered. (Exception from HRESULT: 0x8002801D (TYPE_E_LIBNOTREGISTERED)).
- To solve this error, delete this registry key (the number at the end will vary depending on which year of Office is installed - you'll want to delete the older version most likely).
Error message: Error: not loaded. A runtime error occurred during loading of the Com add-in.
To solve this error, verify that the add-in is listed in the Registry Editor in the following locations:
HKEY_CURRENT_USER\Software\Microsoft\Office\Excel\AddinsHKEY_LOCAL_MACHINE\Software\Microsoft\Office\Excel\Addins
Next, verify that the load behavior for the add-in is set to 3 in both locations. If the add-in cannot be found in the Registry Editor, uninstall and re-install Microsoft Visual Studio 2010 Tools for Office Runtime, reboot the workstation, and rerun the Desktop Setup.
Nothing happens when you try to open a document (the status changes to Checked Out but Excel/Word never opens): Check Programs and Features in the Control Panel to see if there are remnants of an earlier version of Microsoft Office. Uninstall, reboot, and then you may get a Workpapers error that says "The system cannot find the file specified." If you see this, open Excel or Word and Windows should automatically launch an installer that will do some configurations. You'll then be able to open documents from the Workpapers Dashboard.
Reset Excel settings
A step that has been reported to work, but should be tried as a last resort is to reset the Excel settings by following the steps below:
- Open the Start menu and then type "regedit" in the search to open the Registry Editor.
- Browse to the HKEY_CURRENT_USER\Software\Microsoft\Office\
- Rename the folder that corresponds to the version of Excel, for example rename 15.0 to 15.0.old.
- Open Excel outside of Workpapers CS, then within Workpapers CS.
Trend Micro steps
These steps (which were provided by Trend Micro support) fall outside the scope of Support and should only be provided to customers as a last resort.
- Confirm Agent Version for reference (should be at least 6.6.2412/14.1.1150)
- Back up the CPMCONFIG.INI file in %ProgramFiles%\Trend Micro\Client Security Agent\Hosted Agent\CPM folder.
- Back up the OFCSCAN.INI file in %ProgramFiles%\Trend Micro\Client Security Agent
- Unload Agent > Monitor in Services.msc if stopped.
- Download and apply the fix SEG_66_Excel_AvoidExcelSaveIssue from box.
- Restart the computer.
- Check if the files below have the AvoidExcelSaveIssue=0:
- C:\Program Files (x86)\Trend Micro\Client Server Security Agent\HostedAgent\CPM\CpmConfig.ini [Global Setting]
- C:\Program Files (x86)\Trend Micro\Client Server Security Agent\Ofcscan.ini [Global Setting]
- Verify if the issue persists.
Review ADO 1787136, Workpapers CS automation add-in stays inactive
If the Workpapers CS automation add-in stays inactive and you have done everything else in the article above, have their tech look at the User Account Control (UAC) setting for Accounting CS or Workpapers CS. If it is Off (all the way at the bottom) or a lower setting, have them move it up “one notch” and restart the machine and try again.