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Workpaper Dashboard

Add a PPC Checkpoint Tools workpaper

For licensed users of Accounting CS Workpapers and Checkpoint Tools for PPC
Seamless integration between Workpapers CS and Checkpoint Tools for PPC lets you launch and add multiple workpapers to the engagement binder from Checkpoint Tools for PPC.
  1. In the Engagement Binders Tree portlet, open the Add Workpaper Wizard by right clicking an engagement binder briefcase, folder, or workpaper, and selecting
    Add Workpaper
    .
  2. In the
    Workpaper Type
     screen of the Add Workpaper Wizard, select
    Checkpoint Tools for PPC
     from the
    Source
     dropdown, then select
    Next
     to open Checkpoint Tools for PPC.
  3. Double-click the workpaper in the tree view of Checkpoint Tools for PPC to open the
    Workpaper Properties
     screen in the Add Workpaper wizard. Edit the information in the Workpapers grid as needed then select
    Finish
     to insert the workpaper into the engagement binder.
note
  • Variables such as [client name] aren't updated in PPC Checkpoint Tools workpapers that are added to the Engagement Binder in Accounting CS. You can delete the existing variable text and replace it via the Workpapers CS add-in ribbon in Microsoft Excel or Word.
  • You'll need to be licensed for and have Checkpoint Tools for PPC installed on your local machine even if you're using Accounting CS via a networked environment. This doesn't apply if Checkpoint Tools for PPC is part of the purchased bundle you are using via Virtual Office CS or Software as a Service (SaaS).
  • To add multiple workpapers into the engagement binder, press the CTRL + Shift keys on your keyboard to select several PPC workpapers, then select
    Open document
     on the toolbar of the Checkpoint Tools for PPC screen.

This article applies to:

  • Product: Workpapers CS
  • Subject: Engagements,Workpapers