Formatting engagement links in Word and Excel workpapers

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This feature requires that you have installed the most recent versions of the AdvanceFlow Excel and Word Add-Ins.  

  1. With a workpaper open for editing in Microsoft Excel or Word, click the AdvanceFlow tab at the top of the screen.
  2. Highlight the value that you want to modify and click the Engagement Link button in the ribbon.
  3. Do one of the following.
    • For workpapers that are open in Excel or Word: In the Format section of the Engagement Link pane you can change the sign of the selected value by choosing one of the following items from the Sign field.
      • Absolute: Displays the selected value as positive. If the amount is returned from the trial balance as a negative number, it is displayed as a positive number.
      • Actual: Maintains the sign of the selected value. If the amount is returned from the trial balance as a negative number, it is displayed as a negative number.
      • Reverse: Reverses the sign of the value. If the amount is returned from the trial balance as a negative number, it is displayed as a positive number.
    • For workpapers that are open in Word: In the Format section of the Engagement Link pane, you can choose the following additional formatting items for the selected value.
      • Leading: Adds a negative sign to the front of the value.
      • Leading in red: Adds a negative sign to the front of the value and displays the field in red.
      • None: Negative values are displayed without a negative sign.
      • Parentheses: Negative values are displayed within parentheses.
      • Parentheses in red: Negative values are displayed within parentheses and the field is displayed in red.
      • Trailing: Adds a negative sign to the end of the value.
      • Trailing in red: Adds a negative sign to the end of the value and displays the field in red.
      • Blank: A value of zero is displayed as blank.
      • Dash: A value of zero is displayed as a dash.
      • 0: A value of zero is displayed as a zero and includes the decimal place field.

      Displays the values 0 through 4. This is the number of digits that are displayed after the decimal point. The default value is 2.

      • None: Only the amount is displayed.
      • Fixed $: Displays a dollar sign in front of the amount.
      • Standard %: Adds a percent sign to the amount.

Related topic: Workpapers overview

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