Defining columns in an Microsoft Excel workpaper

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Our Support department is closed on Friday, April 28th for a company event. However, limited Workpapers CS phone support is available on that date from 9 AM - 5 PM ET.

For licensed users of Accounting CS Workpapers

Use the following procedure to define columns in a custom Microsoft Excel worksheet that is created from within Workpapers CS.

  1. In the Workpapers Dashboard, double-click the spreadsheet workpaper to open it in Microsoft Excel.
  2. Click the Workpapers CS add-in ribbon, and then choose Properties Properties button .

    Note: The Properties command is not available in the Workpapers CS add-in ribbon for Microsoft Excel workpapers that are added as external or blank documents via the Add Workpapers wizard within Workpapers CS.

  3. Select the column that you want to define in the grid.
  4. Select a column type from the drop-down list for the selected column, and enter a custom heading.

    Note: If you do not enter custom heading text, the application will use the default column headings.

  5. Select the amount properties (amount type, balance type, period, and year) in the Type Definition section.
  6. Choose the page orientation. Mark the Landscape checkbox to set the workpaper orientation to landscape, or leave it cleared for portrait.
  7. Click Next.

Notes

  • If Excel displays a security warning prompt below the toolbar, click the Enable Content button, and then click the Continue button in the prompt that follows.
  • By default, columns A and B (defined as Account Number/Account Grouping and Description respectively), and column C (hidden link reference) cannot be deleted or moved in the column order.
  • You can click the Copy Column Copy button button to copy the attributes of the currently selected column to a new column in the grid.
  • You can click the Delete Column Delete button button to remove the selected column from the grid.
  • You can click the Move Up Up arrow button or Move Down Down arrow buttton buttons to change the position of the selected column in the workpaper.

Related topics

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Microsoft Excel and Microsoft Word integration

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