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Workpaper Dashboard

Print from the Workpapers Dashboard

For licensed users of Accounting CS Workpapers
If you're licensed for the Workpapers service in Accounting CS, you can save entire engagement binders from Accounting CS Workpapers to FileCabinet CS or to a PDF at a time that's most convenient for you.
  1. Select
    Print
     in the Engagement Binders Tree portlet of the Workpapers Dashboard or right-click a briefcase in the tree view and select
    Print
     to open the
    Print
     screen.
  2. If you're licensed for FileCabinet CS and have the application installed, you can mark the
    Output to FileCabinet CS
     checkbox to save the engagement binder to the FileCabinet data location and open the FileCabinet CS Documents screen. Use this screen to confirm the contents of the engagement binder and preview a book-marked PDF of the engagement binder prior to sending it to FileCabinet CS.
    note
    You can also mark the
    Output to file
     checkbox instead and save the engagement binder to PDF in a location of your choice.
  3. Select
    Options
     and mark checkboxes to customize your reports.
    • Include annotations that are inserted into all PDF documents from the engagement binder.
    • Exclude empty folders in the output.
    • Exclude workpaper references in the output.
    • Print Individual Workpapers. (Select the ellipsis button to open the
      Print Workpapers
       screen and select the individual workpapers that you want to print. You can also choose to combine selected workpapers into a single PDF file by marking that checkbox.)
  4. You can mark the
    Open file when complete
     checkbox to open a view of the output.
  5. Select
    OK
     to close the Print screen and save the report.
    note
    • A recommended best practice is to
      Finalize
       the engagement when all work is complete in the engagement binder, save to FileCabinet CS or PDF to archive the engagement binder, then when you're ready, delete it from the Workpapers Dashboard. (To complete the finalize process, all workpapers must be checked into the engagement binder.)
    • Selections that are made in the Options screen are saved on a per-staff basis and are applied to future output for all clients in the firm.

This article applies to:

  • Product: Accounting CS
  • Subject: Engagements,Workpapers