Column Descriptions

The following is a list and a brief description of all the columns available in the Engagements pane. If you see a column in this list that is not displayed in Tracker, then your information may have been filtered in a view, or otherwise customized.

The data in each column flows from data in Working Papers. The following tables show the columns subdivided into Working Papers fields and SmartSync fields.

Working Papers fields

Many of the columns in Tracker display information taken from the Engagement Properties dialog in Working Papers. The columns and their corresponding engagement properties fields are grouped below by their tabs in the Working Papers dialog.

Name/Address tab

Column	Field
Operating Name	Client field
Client #	Client # field
Type	Engagement Type field
Address 1	The first line of the Address field
Address 2	The second line of the Address field
City	City field
State	Prov/State field
Zip Code	Postal/Zip Code field
Country	Country field
Phone Number	Phone # field
Fax	Fax # field
Home Page	Home Page field
Tax Jurisdiction	Tax Jurisdiction field
Tax Entity	Tax Entity field

Contact tabs

The available fields in Working Papers are the same for both Contact 1 and Contact 2. The column names in the table below are those for Contact 1's information.

Column	Field
Contact 1 Title	Title field
Contact 1 First Name	First Name field
Contact 1 Last Name	Last Name field
Contact 1 Designation	Designation field
Contact 1 Position	Position field
Contact 1 Phone Number	Business Phone # field
Contact 1 Cell Phone	Mobile Phone # field
Contact 1 Home Phone	Home Phone # field
Contact 1 Fax	Business Fax # field
Contact 1 Email	Email Address field

Reporting Dates tab

Column	Field
Year End	Year End Date field
Year	The year from the Year End Date field

General fields

Columns that display other general properties about the Working Papers file are listed below.

Column	Description
Compressed	In the Compressed column, files that are uncompressed show the following icon . Once the files are compressed, the icon changes to indicate compressed status .
Visible	Files with a check mark in the check box are visible; files without a check mark are hidden. You can filter the files to hide client files that are not relevant to your work.
Version	This column displays the version number of Working Papers that the client file is in.
File Name	The file name under which the client file is saved is displayed in this column.
Folder Group 1	The path showing the parent folder of the folder where the client file (.ac or .ac_) is located is displayed.
Folder Group 2	This column displays the path of the parent folder of the folder displayed in Folder Group 1.
Due	The due date of the client file is indicated in this column.
Progress	This column displays the percentage complete of the work being done on the client file.
Status	This column indicates the signed in/out status of the engagement file. N - None (not signed or checked out) M - Master C - Central copy S - Signed out master copy O - Checked out copy E - Error
Last Accessed	When the client file is accessed and then closed, the date and time the client file was closed is shown in this column.
Last Accessed By	The full name of the user that last accessed the client file is displayed.
Created	This column displays the date and time the client file was created. This information may not be shown for older files.
Created By	The full name of the user, based on security settings, that created the file is displayed. This information may not be shown for older files.
Location	This column displays the full path where the file is located.
Lockdown Status	The lockdown status of the file can be: Not Locked Down, Pending, or Locked Down.
Lockdown Jurisdiction	This column shows the jurisdiction selected in the Lockdown wizard.
Lockdown Class	This column shows the type of company, public or non public, selected in the Lockdown wizard.
Lockdown Date	This column shows the second of the two date values entered in the Lockdown wizard. Note that the name of this date field in the Lockdown wizard may change, depending on which jurisdiction you select.
Document Completion Date	This column shows the first of the two date values entered in the Lockdown wizard. Note that the name of this date field in the Lockdown wizard may change, depending on which jurisdiction you select.
Cleaned Up	A check mark in the check box indicates that the file has been cleaned up (formerly called archived) in Working Papers. If the check box is cleared, then the file has not been cleaned up.
Year End Close	When a year end close has been performed in Working Papers, this check box is selected. If the check box is cleared, then the year end close has not been performed.

Working Papers SmartSync fields

Column	Description
[SmartSync]	The first column marked only by the SmartSync icon indicates the file is part of a SmartSync hierarchy (if checkbox is selected).
Local Child Path	The path of a local child copy (only applies for Top Level Parent or sync copies with child copies).