Linkage Functions
Use linkage functions to link from the accounting database to cells in a CaseView document.
Each of the linkage functions used for linking balances from the accounting database has a value parameter. The value parameter determines the type of balance being linked to CaseView. Use the value parameter to link the foreign exchange translation to a cell in CaseView.
Instead of manually entering descriptions of information, descriptions can be linked to a cell in a CaseView document. To link a description, create an alphanumeric cell and enter the calculation. When using the linkage functions to link descriptions, CaseView provides an optional argument that controls the type of description that appears in the cell.
Function | Description |
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Links to an account balance in the accounting database. |
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BALDESC | Returns the value of a specified property for a Custom Balances item. |
Links to a ratio class balance in the accounting database. |
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CLASSDESC | Returns the class code description. |
CURLANG |
Returns the language identifier of the currently selected language in Working Papers. |
Retrieves data from the Excel file named. |
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Links to an account description in the accounting database. |
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Inserts the description of a CaseView document as it appears in the Working Papers/Time Document Manager. |
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Links the document number of the current document |
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Inserts the abbreviation of the active entity with (only applicable for consolidated files) |
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Retrieves entity specific information by CLP code. |
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Returns the entry from the extended description field for a specified entity in a consolidated file. |
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Extracts data from a specified entity in a consolidated client file. |
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Links a grouping balance from the accounting database. |
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Links a grouping description from the accounting database. |
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Links a grouping balance by entity from the accounting database. |
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Indicates whether a map number is contained within a calculated map number. |
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Links a leadsheet balance from the accounting database. |
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Links a Document Manager document description. |
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Returns the balance for a specified M3 code. |
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Links a map number balance from the accounting database. |
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Links a map number description from the accounting database. |
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Formats a string according to a group or map number mask laid out. |
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Returns the template document identifier of a document. |
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Returns the standard or planning rate from either the employee or group database. |
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Returns the raw entity code for the entity. |
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Links a tax balance from Tax tab of the Working Trial balance. |
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Returns the document number when a specified template document identifier is provided. |
In addition, users can enter the "CLP codes" to link Engagement Properties/Company Profile and other Working Papers/Time information. See the topic about CLP codes.