Add workpaper references for adjustments

You can add workpaper references to related workpapers in the Adjustments grid and/or the Distributions grid.

Note: If you are a licensed user of Onvio Workpapers, you can create a link directly to an existing workpaper in the Binder tab.

Add WP Reference columns to the adjustments and distributions grids

  1. Open a project inOnvio Workpapers or Onvio Trial Balance and select the Adjustments tab.
  2. Select Show/Hide at the top of the Adjustments grid, then mark the WP Reference checkbox.
  3. Select Show/Hide at the top of the Distirbution grid, then mark the WP Reference checkbox.

Add a workpaper reference

Enter a workpaper reference as text

  1. Select Add a WP Ref in the WP Reference column of a selected account in the Adjustments grid (on the left).
  2. Enter the workpaper reference in the Reference field, then select Add.
  3. 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.

Notes:

  • You can enter any combination of alphanumeric characters or special characters in the Reference field.
  • A link to the source document in Onvio Documents is automatically added to the Work paper ref column of imported journals.

Insert a workpaper reference as a link

If you are a licensed user of Onvio Workpapers, you can add a link to a related document in the Binder tab for the current contact.

You need to have Onvio Link installed to download and view linked documents from the Workpaper Reference column.

  1. 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.
  2. Browse to the appropriate folder in the binder and select a document.
  3. 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 Checkpoint Engage workpaper, the document will open in the Checkpoint Engage application in a separate browser window.


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