Setup
Setup 2
Workflow
Errors
100
Workpapers uses seats in bundles, If I am at my max but I only have 3 users, I can work around purchasing another bundle by doing this.
What is renaming and using the Admin seat.
100
How to add a new engagement binder
What is click on Add Engagement Binder hyperlink
100
Trial balance screen, Workpapers dashboard, field work and SMART practice Aids are four types of this.
What is Audit-based engagement workflow?
100
My document does not return to the binder
Discard checkout if the document does not include your recent changes.
Return to binder, if the document includes your recent changes.
Check your version of Office
Check you are not running the application as an administrator
200
A client does not have workpapers services and needs to activate the services.
what is check the box that says Workpapers under setup, clients, services, ellipsis?
200
Security must be enabled to use Workpapers
enable security in the Preferences tab of the Setup > Firm Information > Firm screen. Workpapers will not be available until you enable security and restart the program.
200
1040 tax, and UltraTax CS integration are workflow types of this
What is Tax-based engagement workflow?
200
I receive an error when I try to open the Workpapers Dashboard
This error occurs when you attempt to open the Workpapers Dashboard and do not have local administrator privileges on the assigned workstation.
300
I only want to try out Workpapers with limited functionality.
What is Trial Licenses?
300
A faster option when adding clients could be this
What is using templates for faster client setup?
Commonly used for clients with a lot of similarities such as entity or industry type. this also helps your firm set standards and maintain consistency between client records. (Setup>Client templates)
300
Customizing Reports in Report Designer is another example of this type of workflow.
What is Report Designer Workflow?
300
Documents are becoming corrupted. I have a lot of documents.
What is print the binders outside of the program to keep them long-term and only keep the prior and current year engagements.
400
I have activated my Workpapers services, now I want to view the Dashboard
What is select view, then workpapers dashboard or click on the Workpapers Icon
400
As a staff-in-charge, you must complete the following setup steps before engagement processing can begin
Add an engagement binder
- Choose Setup > Engagement Binders, or click the engagement binder briefcase
button in the Engagement Binders Tree portlet of the Workpapers Dashboard.
Assigning an engagement
400
Clients can click on a task shape to drill down to detailed step-by-step procedures.
What is in the workflow?
400
Workpapers CS menu does not appear on the toolbar or ribbon bar in Microsoft Excel. The last resort "hail Mary" step is to
Solution 7: Reinstall the application
500
I changed clients and my Workpapers dashboard went away
What is the dashboard is client specific?
500
The first step in setting up your Workpapers CS application
enable security for your firm from the Setup > Firm Information > Firm > Preferences tab.
500
Account balances and the chart of accounts come from this.
What is Quickbooks Workflow?
500
I am in VO and seeing #value in my excel documents and the status is checked out
What is have a consultant reset the user profile
make sure the user knows their staff ID and password. If using VO email need to confirm settings.