Define columns in a Microsoft Excel workpaper
For licensed users of Accounting CS Workpapers
Do the following procedure to define columns in a custom Microsoft Excel worksheet that's created from within Accounting CS Workpapers.
- In the Workpapers Dashboard, double-click the spreadsheet workpaper to open it in Microsoft Excel.
- Select theWorkpapers CSadd-in ribbon, then selectProperties.noteThePropertiescommand isn't 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 Accounting CS Workpapers.
- Select the column that you want to define in the grid.
- Select a column type from the dropdown for the selected column, then enter a custom heading.noteIf you don't enter custom heading text, the application will use the default column headings.
- Select the amount properties (amount type, balance type, period, and year) in the Type Definition section.
- Choose the page orientation. Mark theLandscapecheckbox to set the workpaper orientation to landscape, or leave it cleared for portrait.
- SelectNext.
note
- If Excel displays a security warning prompt below the toolbar, selectEnable ContentthenContinuein the prompt that follows.
- By default, columnsAandB(defined as Account Number/Account Grouping and Description respectively), and columnC(hidden link reference) can't be deleted or moved in the column order.
- You can selectCopy Columnto copy the attributes of the currently selected column to a new column in the grid.
- You can selectDelete Columnto remove the selected column from the grid.
- You can selectMove UporMove Downto change the position of the selected column in the workpaper.
