Use the Engagement Binders tree
For licensed users of Accounting CS Workpapers
The Engagement Binders Tree portlet provides a tree structure display of your client’s engagement binders, folders, and workpapers. Using this portlet, you can add workpapers, reorganize binders, folders, and workpapers, print binders to FileCabinet CS, add signoffs, and use Source Document Processing (for 1040 tax engagements only).
About the portlet
The columns in the Engagement Binders Tree portlet display the following information.
- Binder or folder name
- Workpaper reference
- Workpaper name
- Assignment and status
- Note icon (when present)
- Signoff name (for each type that is set up for the current engagement)
Use the toolbar on the portlet to open the
Engagement Binders
window, add a folder, workpaper, note, scan a workpaper or image, delete a workpaper, print, or roll forward the engagement binder.note
- You can customize the toolbar by selecting the Toolbar options arrow to remove unused icons or create a customized toolbar.
- You can right-click in the toolbar and clear theEngagement Binder Tree Toolbarcheckbox to remove it from the portlet. To add the toolbar back, you must close/remove the Engagement Binders Tree portlet from the view, and then re-add it from theSelect Portletswindow.
Work in the tree
- Select the plus sign
next to the engagement binder briefcase, folders, or subfolders to expand them in the tree. - Double-click a workpaper in the Engagement Binders Tree to open it in the relevant application (Microsoft Word, Microsoft Excel, Adobe Reader, and so forth).
- Right-click an engagement binder briefcase, folder, or document to open a context menu that consists of commands for the selected item type.
note
- You can right-click the engagement binder and selectExpandto open all the folders and subfolders in the tree.
- You can select theRefreshbutton
in the toolbar to refresh all the items in the Engagement Binders Tree portlet.
Work with documents
Use one of the following methods to add a workpaper to the engagement binder.
- Select theAdd Workpaperbutton
on the toolbar of the Engagement Binders Tree portlet. - Select theScan Workpaperbutton
on the toolbar of the Engagement Binders Tree portlet. - Right-click the engagement binder briefcase
or folder, then select Add Workpaper. - Drag-and-drop a workpaper from a local folder on your workstation into the Engagement Binders Tree portlet.noteYou can't drag-and-drop from your local workstation to the engagement binder if you are using the application in the Virtual Office CS or Service as a Software (SaaS) environments.
Use one of the following methods to view a workpaper in the Workpapers Dashboard.
- Double-click a workpaper to open it in the appropriate application, such as Microsoft Excel or Microsoft Word.
- Right-click a workpaper and selectOpento view the workpaper in its native application.
- Select a workpaper in the Engagement Binders Tree portlet to view it in the Workpapers Preview portlet (when open in the dashboard).
Use one of the following methods to delete a workpaper from the Engagement Binders Tree.
- Select a workpaper in the tree, then select theDeletebutton
in the toolbar, or press the Deletekey on your keyboard. - Right-click a workpaper and selectDelete.note
- All workpapers contained within folders and binders that are deleted in the Engagement Binders Tree portlet are also deleted.
- Workpapers that are sent to the recycle bin after deletion are not permanently deleted until you right-click theRecycle binand selectEmpty Recycle Bin, or when you select toFinalizethe engagement binder.
Additional functions
Additional functions that can be performed in the Engagement Binders Tree portlet include the following:
- Change the properties of a workpaper, including assigning workpapers to engagement staff members.
- Change the properties of a folder.
- Change the status of a workpaper.
- Add, edit, delete, and prioritize notes that are attached to workpapers.
- Add signoffs to workpapers.
- Process workpapers via Source Document Processing (for 1040 tax engagements only).
- Replace workpapers.
- Disconnect workpapers.
- Finalize, roll forward, and print the engagement binder.
