Workpaper reference columns

You can add, modify, and delete workpaper reference columns in the Trial Balance grid via the Manage Views screen.

Note: If you are licensed for Onvio Workpapers and have Onvio Link installed, you can create and insert a link to a selected workpaper in the binder.

Create the Workpaper Reference column

  1. Open a project in Onvio Workpapers or Onvio Trial Balance and click Manage Views in the Trial Balance tab.
  2. Select a new or existing column, and then select Workpaper Reference in the Column Type field.
  3. Select a period in the Period field.
  4. Click the Save button to update the trial balance view.

Notes

  • You can create multiple workpaper reference columns for the same and different periods.
  • The list of periods in the Period field is based on the periods that have been set up for the contact in the Period tab of the Setup > Contacts screen.
  • When the current period for a contact is changed, the prior workpaper references for the columns linked to that period are no longer displayed.
  • You can click the down arrow button at the top of the workpaper reference columns to sort items in ascending and descending order and filter the columns, as needed.
  • You can add a comment to selected account rows, as needed. For details, see Add and edit comments.

Add a workpaper reference

Enter a workpaper reference as text

Click the Text Text icon in the WP Reference column for a selected account in the Trial Balance grid and enter a workpaper reference.

Note: You can use any combination of alphanumeric characters or special characters in the WP Reference text.

Insert a workpaper reference as a link

For licensed users 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 in the Workpaper Reference column.

  1. Click the attachment attachment icon in the WP Reference column for a selected account in the Trial Balance grid to open the Attach Workpaper Reference panel.
  2. Browse to the appropriate folder in the binder and select a document.
  3. Click the Attach button to create a link in the workpaper reference column for the selected item.

    Note: You can click a workpaper link in the Workpaper References column to open the linked document in it's native application (for example, Microsoft Word, Excel, Adobe Reader, and so forth). If the link is associated with a Checkpoint Engage workpaper, the document is opened in the Checkpoint Engage application in a separate browser window.

The availability of some or all of these features depends on the applications your firm has licensed and the permissions your firm’s administrator has enabled for you.


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