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

ACT

Links to an account balance in the accounting database.

BALDESC Returns the value of a specified property for a Custom Balances item.

CLASS

Links to a ratio class balance in the accounting database.

CLASSDESC Returns the class code description.
CURLANG

Returns the language identifier of the currently selected language in Working Papers.

CVEXCEL

Retrieves data from the Excel file named.

DESC

Links to an account description in the accounting database.

DMDESC

Inserts the description of a CaseView document as it appears in the Working Papers/Time Document Manager.

DOCNUM

Links the document number of the current document

ENTABBR

Inserts the abbreviation of the active entity with (only applicable for consolidated files)

ENTCLP

Retrieves entity specific information by CLP code.

ENTDESC

Returns the entry from the extended description field for a specified entity in a consolidated file.

ENTITY

Extracts data from a specified entity in a consolidated client file.

GRP

Links a grouping balance from the accounting database.

GRPDESC

Links a grouping description from the accounting database.

GRPENT

Links a grouping balance by entity from the accounting database.

ISINGRP

Indicates whether a map number is contained within a calculated map number.

LS

Links a leadsheet balance from the accounting database.

LSDESC

Links a Document Manager document description.

M3TAX

Returns the balance for a specified M3 code.

MAP

Links a map number balance from the accounting database.

MAPDESC

Links a map number description from the accounting database.

MASK

Formats a string according to a group or map number mask laid out.

NUMTOTDID

Returns the template document identifier of a document.

RATE

Returns the standard or planning rate from either the employee or group database.

RAWENT

Returns the raw entity code for the entity.

TAX

Links a tax balance from Tax tab of the Working Trial balance.

TDIDTONUM

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.

Related Topics