Add workpaper references for adjustments

Add WP Reference columns to the adjustments and distributions grids

Open a project in Onvio Trial Balance and select the
Adjustments
tab.
Select
Show/Hide
at the beginning of the
Adjustments
grid, then mark the
WP Reference
checkbox.
Select
Show/Hide
at the beginning of the
Distribution
grid, then mark the
WP Reference
checkbox.

Add a workpaper reference

Select
Add a WP Ref
in the WP Reference column of a selected account in the Adjustments grid.
Enter the workpaper reference in the
Reference
field, then select
Add
.
If you want to add a workpaper reference to the Distributions grid, select
Add a WP Ref
in the WP Reference column of a selected row of the Distributions grid, enter the reference, then select
Add
.

Select
Attachment
in the WP Reference column for a selected account in the Adjustments grid or the Distributions rows to open the
Attach Workpaper Reference
panel.
Go to the folder in the binder and select a document.
Select
Attach
to create a link in the Workpaper Reference column for the selected item.
note
You can select a workpaper link in the Workpaper References column to open the linked document in its native application (for example, Microsoft Word, Microsoft Excel, or Adobe Acrobat Reader). If the link is associated with a Guided Assurance workpaper, the document will open in the Guided Assurance application in a separate browser window.