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Trial Balance

Microsoft Excel and Word Onvio add-ins

The Onvio add-in ribbon in Microsoft Excel and Microsoft Word lets you create dynamic workpapers and documents in which your contacts' data is linked in real time from Onvio.

Download and install the add-ins

Before you download and install the Microsoft Excel and Microsoft Word Onvio add-ins, verify and perform the following actions, if necessary.
  • Uninstall any separate installations of the Microsoft Excel and/or Microsoft Word add-ins that were previously installed.
  • Verify which version of Office for Windows that you have installed (32-bit or 64-bit). It's possible to run the 32-bit or the 64-bit version of Office on a 64-bit machine.
Download the ZIP file for the Microsoft Excel and Word Onvio Add-in, open the ZIP file, then double-click the MSI file to begin the installation.
All-in-one installation file for the Microsoft Excel and Word Onvio add-in ribbons
Onvio add-ins (32-bit)
Onvio add-ins (64-bit)
note
Onvio Link must be installed on your computer to download linked Microsoft Excel and Word documents and to use the Onvio ribbon.

Explore the Onvio add-in ribbon in Excel

Open a Microsoft Excel workpaper that you've downloaded from the Binders tab in Onvio Trial Balance via Onvio Link.
You can perform the following actions from the Onvio ribbon in Microsoft Excel.
  • Select and insert linked account data from the current contact in Onvio Trial Balance via the
    Insert Variable
     panel.
  • Insert the signoff initials of the Onvio staff member that currently has the workpaper opened.
  • Insert a checkmark into selected cells.
  • Update column data copied from another column via the
    Insert Variable
     panel.

Explore the Onvio add-in ribbon in Word

Open a Microsoft Word document that you've downloaded from the
Documents
 area, or the
Binders
 tab in Onvio Trial Balance via Onvio Link.
You can perform the following actions from the Onvio ribbon in Microsoft Word.
  • Insert text variables from the Variable panel.
  • Recalculate/refresh linked fields in the document.
  • Switch field codes on/off in the document to update variable data in the document.
Internal use only
  1. If the add-in doesn't appear in Excel after installing, turn off the Onvio Office Workpapers Excel add-in. In Excel, choose
    File
    Options
    Add-Ins
    . In the
    Manage
     field, be sure the Excel Add-ins is selected, and select Go. Clear the checkbox for CS.Accounting.Excel.Automation.
    Excel option 1
  2. Select
    File
    Options
    Add-Ins
    . In the
    Manage
     field, be sure
    COM Add-ins
     is selected and select
    Go
    . Clear the checkbox for
    CS.Accounting.OfficeIntegration.ExcelVstoAddin
    .
    Excel option 2
  3. Close any open Excel spreadsheets.
  4. Sync and close all open items in Onvio Link.
  5. Open an Excel spreadsheet from within the
    Binder
     tab, and verify that the Onvio Office Add-in ribbon is present in Excel. (If the ribbon is present, you should be able to re-enable the
    CS.Accounting
     add-in without causing an issue.)
note
The user may have to repeat these steps again after updating or reinstalling the add-in.

This article applies to:

  • PRODUCT: Onvio
  • Subject: Trial balance
  • Audiences: Staff