Add special formatting for engagement links in Microsoft Excel

Format the client name

Combine the Excel formula
PROPER
, which capitalizes only the first letter of each word, with the Engagement Manager formula for the client name. The formula should look similar to this:
=PROPER(AfText("CP<Client Name'Description><Text>"))
In Engagement Manager, add an account in the
Trial Balance
tab. Enter the client name using the proper capitalization for the
Description
. You can then insert the Engagement Manager account description variable instead of the client name into the Excel spreadsheet.
In Engagement Manager, enter the client name (using the proper capitalization) as the workpaper description. For example, enter
FS-1
as the financial statement workpaper reference and
ABC Company, LLC
as the workpaper description. You can then insert the Engagement Manager workpaper description variable instead of the client name into the Excel spreadsheet.

Combine dates with text in the same cell

In Microsoft Excel, insert a date formula using the fields in Engagement Link.
Put your cursor before the Engagement Manager formula in the formula bar.
Enter quotation marks around any text (excluding formulas) that should display in the cell, and enter an ampersand (&) between the text and formulas.
important
Remember to include spaces inside the quotes for text and formulas.