Review all notes in an engagement binder
For licensed users of Accounting CS Workpapers
The Notes List portlet lets you review all of the notes in the selected engagement binder. From this portlet, you can modify, reply to, or delete notes as needed.
- Add the Notes portlet to the Workpapers Dashboard by selecting theSelect Portletslink on the Workpapers CS Dashboard, mark the checkbox next toNotes List, and selectOK.
- In the Notes List portlet, select the engagement binder from theEngagement Binderdropdown list to view all notes that have been added for that binder.
- Select the text link in the Subject column to open the selected Note in theNoteswindow.
- Modify, reply, or delete the note as needed.
- SelectDoneto save the changes and close theNoteswindow.note
- You can filter the data that is displayed in the Notes grid by using the filter.
- Notes that are assigned a priority ofHighturn red in theNoteswindow and Notes portlet.Column headingDescriptionEngagement BinderDisplays the engagement binder that contains the note.FolderDisplays the folder in which the note is containedTypeDisplays an icon for the type of object to which the note is attached (engagement binder, folder, or workpaper type).Workpaper ReferenceDisplays the workpaper reference for notes on workpapers.Workpaper NameDisplays the workpaper name.SubjectDisplays the subject of the note as a link that can be to open the note in theNoteswindow.Created ByDisplays the staff ID of the person who created the note.Created ByDisplays the staff ID of the person who created the note.AssignedDisplays the name of the staff member assigned to the note.StatusDisplays the status of the note.PriorityDisplays the priority of the note (low, normal, high).
- The note type is represented by an image in the Type column. For example, an engagement binder
, Microsoft Excel workpaper
, and so forth.
