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Add Workpaper References to the Trial Balance grid

A client with an engagement that includes a trial balance and workpapers in

Engagement Manager

.

In Engagement Manager, open the engagement, then select the Trial Balance
tab.

If the Workpaper Reference column is not shown:

Select Setup
, then Views
.

Select

Add
.

Select Workpaper reference
from the Column type dropdown list, then Save
.

Find the row of the Trial Balance grid that contains the account that you want to add a Workpaper Reference for.

In the Workpaper Reference column, select

Attach
.

Use the search bar to find the workpaper you want to attach and select it.

Select Attach
.

tip

To delete a Workpaper Reference from the Trial Balance grid, select delete

Delete
in the grid cell that contains the Workpaper Reference.