Hide, Unhide, and Search for Leadsheets

Hide a Leadsheet

You can choose to hide Leadsheets that are not expected to be used in your audit. Hidden Leadsheets will then not show up in the Engagement View, Signoff Summary View and Finalize pages. The hide setting of each leadsheet will be carried over when you roll forward or copy an engagement.

1. Navigate to the Leadsheet you wish to hide.

2. Click on the icon next to the leadsheet name to hide the leadsheet. The selected leadsheet will then move to the Hidden Leadsheets section in the navigation pane and the next active leadsheet will be displayed in the content area.

   Note: You cannot hide a leadsheet that has a note or sign off added to it.

3. For consolidated engagements, leadsheet hide settings are not shared across entities. You must navigate to each entity subsidiary or parent individually and hide the unused leadsheets specific to that entity.

Unhide a Leadsheet

1. To unhide a leadsheet, review the list of hidden leadsheets by expanding the Hidden Leadsheets section on the left navigation pane.

2. Select the Leadsheet you wish to unhide.

3. Click on the icon to unhide. The leadsheet will move out of the Hidden Leadsheets section on the navigation pane and back to the active leadsheets section.

Search Leadsheets

When the number of leadsheets exceeds 15, a search facility becomes available to quickly locate a leadsheet. Click on the Search field in the navigation pane and enter a few characters of the leadsheet name to see a list of matches.

Back to top