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Format engagement links in Word and Excel workpapers
Follow these steps to format Engagement Manager engagement links in Word and Excel workpapers.
important
You must have the most recent version of Engagement Manager Office Client Add-In installed to complete these steps.
- With a workpaper open for editing in Microsoft Word or Excel, select theEngagement Managertab.
- Highlight the highlight the value you want to modify and selectEngagement Link.
- Do one of the following:
- For workpapers in Word or Excel: In the Format section, you can change the sign of the selected value by choosing one of the following options forSign.
- Absolute: Displays the selected value as positive. If the amount is returned from the trial balance as a negative number, it's displayed as a positive number. If the amount is returned from the trial balance as a positive number, it's displayed as a negative number with a negative sign.
- Actual: Maintains the sign of the selected value. If the amount is returned from the trial balance as a negative number, it's displayed as a negative number.
- Reverse: Reverses the sign of the value. If the amount is returned from the trial balance as a negative number, it's displayed as a positive number. If the amount is returned from the trial balance as a positive number, it's displayed as a negative number with a negative sign.
- For workpapers open in Word: In the Format section, you can choose the following additional formatting options for the selected value.noteIf Absolute or Reverse are selected for Sign, the Negative option will be grayed out by default.
- Negative sign
- Leading: Adds a negative sign to the front of the value.
- Leading in red: Adds a negative sign to the front of the value and displays the field in red.
- None: Negative values display without a negative sign.
- Parentheses: Negative values display within parentheses.
- Parentheses in red: Negative values display within parentheses and the field displays in red.
- Trailing: Adds a negative sign to the end of the value.
- Trailing in red: Adds a negative sign to the end of the value and displays the field in red.
- Zero amounts
- Blank: A value of zero displays as a blank.
- Dash: A value of zero displays as a dash
- 0: A value of zero displays as a zero and includes the decimal place field.
- Decimal places: Displays the values 0 through 4. This is the number of digits displayed after a decimal point (the default value is 2).
- Dollar/Percent
- None: Only the amount displays.
- Fixed $: Displays a dollar sign in front of the amount.
- Standard %: Adds a percent sign to the amount.
- For workpapers open in Excel: Use Excel functions for any additional formatting.
This article applies to:
- PRODUCT: Engagement Manager
- Subject: Workpapers