Accounts

Add workpaper references for journals

You can add workpaper references to related workpapers in the Journals grid and/or the Transactions grid.

Add work paper ref columns to the Journals and Transactions grids

  1. Open a project in Onvio Accounts and select the Journals tab.
  2. Select
    Show/Hide
     at the top of the Journals grid on the left, then mark the
    Work paper ref
     checkbox.
  3. Select
    Show/Hide
     at the top of the Transactions grid on the right, then mark the
    Work paper ref
     checkbox.

Add a workpaper reference

  1. Select
    Add a WP Ref
     in the Work paper ref column of a selected account in the Journals grid (on the left).
  2. Enter the workpaper reference in the
    Reference
     field, then select
    Add
    .
  3. If you want to add a workpaper reference to the Transactions grid, select
    Add a WP Ref
     in the Work paper ref column of a selected row of the Transactions grid, enter the workpaper reference, then select
    Add
    .
note
  • You can enter any combination of alphanumeric characters or special characters in the
    Reference
     field.
  • A link to the source document in Onvio Documents is automatically added to the Work paper ref column of imported journals.

This article applies to:

  • Product: Onvio
  • Audiences: Staff