Views and toolbars
You can personalize the Working Papers interface by choosing which views and toolbars to display. To display or hide a view or toolbar, on the ribbon, click View | Show.
Views are separate panes in the Working Papers interface dedicated to displaying specific content.
The Graphs view displays a graphical overview of the data in your automatic documents. See Display graphs for more information.
The User List view displays the names of other users in the current file.
Toolbars are menus that provide quick access to content-based functions.
The Status bar displays information about the current file at the bottom of the Working Papers window.
|Message Pane||Displays the File Name of the current engagement and the Operating Name entered on the Engagement Properties dialog.|
Displays the Full Name entered on the User Identification dialog.
|Number of users in file||
Displays the number of users currently in the file.
|Date and Period||
Displays the Year End Date, Current Active Period, and Current Period Date Sequence set on the Engagement Properties | Reporting Dates dialog.
|Net Income (Loss)||
Displays the current net income or loss on the client file.
Displays the Lock Down icon () if the file has been locked down.
|Template update status||
Displays the Template icon () if the file is using a template. Clicking on the icon provides the following options:
|Data Store status||
Displays the data store folder icon (). Clicking on the icon provides the following options:
Displays CAPS to indicate that Caps Lock is currently on.
Displays NUM to indicate that Number Lock is currently on.
Displays SCRL to indicate that Scroll Lock is currently on.
Displays the current SmartSync status. Clicking on the arrow provides the following options:
Click and drag to resize the Working Papers window.
The Filter Header toolbar provides filter controls and a visual indication of any filter currently applied to the Document Manager. Apply filters to documents in the Document Manager on the Filter Header, which is added to the top of the Document Manager.
The applied filter is indicated in the top left corner of the header bar. Clicking on the arrow by the indicator opens a filter drop-down menu. The filter drop-down menu list is the same as the menu available from View | Filter by.
The Navigation toolbar permits you to jump to the Working Trial Balance, Adjusting Entries worksheet, Other Entries worksheet, Issues pane, and open your Cloud site.
Opens the Document Manager.
Opens the Issues pane.
Opens the Trial Balance.
Opens the Adjusting Entries worksheet.
Opens the Other Entries worksheet.
Opens the Cloud site with the Working Papers embedded browser.
The Browser toolbar provides an easy way to navigate, access, and control documents on the Document Manager.
|Go To arrow||The Go To dialog enables a user to quickly access a document or an area of the program.|
Back and forward arrows
Navigate backward or forward through the web pages you've visited in a session.
Note: The Forward and Back buttons do not work within the drilldowns in the Working Trial Balance.
Stops the current navigation process.
Refreshes the page you are currently viewing.
Returns the user to the home page as set as the default on the workstation, viewed in Control Panel | Internet Options.
Enter the address to jump to an area of the program or a document.
A browsing history is available in a drop-down list on the browser toolbar.
Any document can be opened by typing CW: followed by the document number. This also works for any helper application document attached to the Document Manager.
Typing a website URL in the browser bar opens up that website with the Working Papers embedded browser.
Note: Restricted characters in the URL (? / \ :) are replaced with a ! followed by the ASCII code for the character in the browser bar. Document addresses containing these characters cannot be typed directly into the address bar. The character * cannot be handled by the address bar.
The Context toolbar permits you to set the current period date sequence by selecting from the drop-down list of available periods.
For consolidated files it also allows you to set the current entity to be analyzed.
In a client file with multiple languages specified under Tools | Options | Languages, a pulldown will appear allowing you to switch between languages.
|Consolidated file selection||
Set the consolidated file selection from the drop-down list.
|Current period date sequence||
Set the current period date sequence from the drop-down list of available periods.
Switches between languages.
The Template toolbar provides you with quick access to Template related commands.
The commands available may vary depending on the template accessed. Template authors can select which commands are available to template users and add new commands by customizing the Template toolbar.