• Linkage
  • About Linkage
  • About the Linkage Worksheet
  • About Using Account Mapping to Create Dynamic Statement Templates
  • CLP (linkage) codes
  • Folding Columns in the Linkage Worksheet
  • Inserting or Modifying a Hyperlink
  • Linking Balances from a Consolidated File
  • Linking Information from Working Papers
  • Linking the current document's Document Number
  • Resizing a Column on the Linkage Worksheet
  • Hyperlink Command

CLP (linkage) codes

Using CLP codes in calculations or formulas, you can create a dynamic link in Word and Excel to various fields from Working Papers dialogs. Rather than entering Working Papers data manually in Word or Excel, a linked field populates the data from Working Papers into your document or spreadsheet. As long as the link remains, the data will automatically update year after year.

You can link to fields in the following dialogs using CLP codes:

• Engagement Properties dialog
• Lock Down dialog
• Options dialog

Engagement Properties dialog

Name/Address tab

Field	CLP Code
Client	CLP256
Engagement	CLP259
Operating Name	CLP2
Address	CLP3
Address 2 (blank)	CLP4
Address 3 (blank)	CLP441
City	CLP5
Prov/State	CLP6
Postal/Zip Code	CLP7
Country	CLP149
Phone #	CLP106
Fax #	CLP107
Home Page	CLP16
S.I.C.	CLP23
A.I.C.	CLP24
Tax Jurisdiction	CLP28
Tax Entity	CLP97
Engagement Type	CLP125
Client #	CLP145
E.I.N./B.N.	CLP253
Tax Vendor	CLP96

Contact 1 tab

Field	CLP Code
Title	CLP15
First Name	CLP20
Middle Name	CLP416
Last Name	CLP21
Initials	CLP443
Designation	CLP25
Position	CLP29
Bus Phone #	CLP18
Bus Fax #	CLP19
Mobile Phone #	CLP271
Home Phone #	CLP272
Email Address	CLP14

Contact 2 tab

Field	CLP Code
Title	CLP98
First Name	CLP99
Middle Name	CLP417
Last Name	CLP100
Initials	CLP444
Designation	CLP101
Position	CLP102
Bus Phone #	CLP103
Bus Fax #	CLP104
Mobile Phone #	CLP273
Home Phone #	CLP274
Email Address	CLP105

Reporting Dates tab

Field	CLP Code
Year End Date	CLP13
Year Begin Date	CLP62
13 Periods	CLP151
Monthly	CLP152
Bi-Monthly	CLP153
Compute bi-monthly balances from	CLP163
Quarterly	CLP154
Compute quarterly balances from	CLP164
Thirdly	CLP155
Compute thirdly balances from	CLP165
Semi-Annual	CLP156
Compute semi-annual balances from	CLP166
Yearly	CLP157
Compute yearly balances from	CLP167
Random	CLP158
Current Period Date Sequence	CLP17
Current Active Period	CLP22

Random Period Dates dialog

Field	CLP Code
Preset Dates	N/A
Year End Date	CLP13
Random Period 1 - Beginning	CLP172
Random Period 1 - Ending	CLP173
Random Period 2 - Beginning	CLP174
Random Period 2 - Ending	CLP175
Random Period 3 - Beginning	CLP176
Random Period 3 - Ending	CLP177
Random Period 4 - Beginning	CLP178
Random Period 4 - Ending	CLP179
Random Period 5 - Beginning	CLP180
Random Period 5 - Ending	CLP181
Random Period 6 - Beginning	CLP182
Random Period 6 - Ending	CLP183
Random Period 7 - Beginning	CLP184
Random Period 7 - Ending	CLP185
Random Period 8 - Beginning	CLP186
Random Period 8 - Ending	CLP187
Random Period 9 - Beginning	CLP188
Random Period 9 - Ending	CLP189
Random Period 10 - Beginning	CLP190
Random Period 10 - Ending	CLP191
Random Period 11 - Beginning	CLP192
Random Period 11 - Ending	CLP193
Random Period 12 - Beginning	CLP194
Random Period 12 - Ending	CLP195
Random Period 13 - Beginning	CLP196
Random Period 13 - Ending	CLP197

Period Balances tab

Field	CLP Code
Allow entry of period balances in Working Trial Balance (Other Entries will be disabled)	CLP198=blank
Allow transaction entry in Other Entries screen (Period Balances will be calculated)	CLP198=X
Period Date Sequence for Other Entries Screen	CLP199
Current Active Period for Other Entries Screen	CLP200
Display and enter period balances as year-to-date balances	CLP230

Prior Year tab

Field	CLP Code
Prior 1 Year Begin Date	CLP290
Prior 1 Year End Date	CLP291
Prior 2 Year Begin Date	CLP292
Prior 2 Year End Date	CLP293
Prior 3 Year Begin Date	CLP294
Prior 3 Year End Date	CLP295
Prior 4 Year Begin Date	CLP296
Prior 4 Year End Date	CLP297

Lock Down dialog

Lock Down tab

Field	CLP Code
Lockdown status (Locked Down (L), or Pending (P))	CLP275
Publish/Report Release Date	CLP277
Lockdown Date	CLP278
Jurisdiction (US, Canada)	CLP279
Class (Public, Private)	CLP280

Options dialog

Roles tab

Field	CLP Code
Number of Roles	CLP124
Role 1	CLP120
Role 2	CLP121
Role 3	CLP122
Role 4	CLP123
Role 5	CLP261
Role 6	CLP262
Role 7	CLP263
Role 8	CLP264

Note: Color settings are stored in the registry and do not have CLP codes.

Groupings tab

Field	CLP Code (Name)	CLP Code (Mask)
Grouping 1	CLP116	CLP111
Grouping 2	CLP117	CLP112
Grouping 3	CLP118	CLP113
Grouping 4	CLP119	CLP114
Grouping 5	CLP238	CLP232
Grouping 6	CLP239	CLP233
Grouping 7	CLP240	CLP234
Grouping 8	CLP241	CLP235
Grouping 9	CLP242	CLP236
Grouping 10	CLP243	CLP237

Mappings tab

Field	CLP Code
Mapping Name	CLP115
Mapping Mask	CLP110
Autofill all account properties	CLP91=1
Only autofill properties if blank	CLP91=0

Note: The Show Account Balances in Assign Mapping Number Dialog field is recorded in the registry and does not have a CLP code.

Documents tab

Field	CLP Code
Financial statements formatted under Trial Balance/mapping report tab	CLP11
General ledger	CLP30
Trial balance/leadsheets/analytical review/tax reconciliation	CLP31
Role heading regardless of sign off	CLP108
Whole Numbers	CLP150
Page numbers on financial statements formatted under report tab	CLP32
System date and time	CLP56
Position of Initials:	CLP89
Footer for financial statements - Line 1	CLP50
Footer for financial statements - Line 2	CLP51
Footer for automatic documents - Line 1	CLP126
Footer for automatic documents - Line 2	CLP127