Functions Converted From ProSystem fx Engagement

The following table lists the ProSystem fx Engagement Functions that are supported in the conversion to Working Papers.

ProSystem fx Engagement Function Conversion Supported Notes
Date Functions
CY Yes
PY Yes
CYBDATE Yes
CYEDATE Yes
CPBDATE Yes
CPEDATE Yes
PYEDATE Yes
PPBDATE No
PPEDATE No
PERIODSQ Yes
PERIODSEQUENCE Yes
Binder Functions
BINDERTYPE Yes
BINDERREPORTRELEASEDATE Yes
BINDERID No
BINDERDESC No
BINDERDELIVDT No
BINDERTYPE No
BINDERCHRGCODE No
BINDERLEAD No
Name Functions
PJNAME No Working Papers does not use a project concept.
BINDER(YYY) No Binder functions not supported in Working Papers.
WPNAME Yes
WPINDEX Yes
  • Document Index from CCH are converted to document numbers in Working Papers
  • If a duplicate number is found a numbered suffix will be added to the number
  • If the original index number is blank, the regular index numbers 'FX.01' will be generated
Client Information
CLIENTNAME Yes
CLIENTNAME2 No
CLIENTID Yes
CLIENTADDRESS1 Yes
CLIENTADDRESS2 Yes
CLIENTCITY Yes
CLIENTSTATE Yes
CLIENTZIP Yes
CLIENTCOUNTRY Yes
CLIENTPHONE Yes
CLIENTFAX Yes
CLIENTURL Yes
PRIMARYEMAIL Yes
SECONDARYEMAIL Yes
CLIENTTYPE No
CLIENTINDUSTRY No
CLIENTFEIN No
CLIENTSTATEID No
FIRM(YYY) No Firm functions not supported.
Calculation Functions
ADDIFF Yes
AORAND No
APDIFF Yes
DDIFF Yes
PDIFF Yes
XFOOT No
Trial Balance
TBLINK Yes Account/Leadsheet ranges such as N:V not supported.
Header Functions
HEADERCLIENT Yes
HEADERENGAGEMENT Yes
HEADERTB Yes
HEADERWORKPAPER Yes