About the Workpapers tab
Use the Workpapers tab to manage the workpapers for each engagement.
Add, edit, and view workpapers
The Workpapers tab is a table that helps you to manage the workpapers for each engagement. If licensed, you can add workpapers to Engagement Manager from the following Sources:
View workpapers in Engagement Manager and Check Out workpapers while you edit them.
Manage sign offs
- Add a Preparer, Reviewer, Manager, Partner, Quality Assurance sign off.
Apply Workpaper Properties
You can apply Roll Forward and Finalize properties for each workpaper.
Organize workpapers with Folders and Notes
- Use folders to organize your workpapers. Engagement Manager creates Folders for you according to the template you've used to create your engagement and you can also add and delete folders.
- Drag and drop to move workpapers into Folders and arrange the order of Folders and workpapers.
- Rename Folders.
- Add Notes to explain aspects of workpapers.
Customize the table and view
- UseShow/Hide Columnsto choose which columns to show.
- Drag-and-drop columns in the table to re-arrange them.
- Create and save column filters.
- ChooseList Viewto show a list of workpapers without folders.
Create reports about the engagement
- Create reports from a variety of templates, such as the Account grouping report, Journal Entry report, and Tax Code report.
- Save reports as Report files or workpapers.
- Export reports to Excel.
