Linking Engagement Information in Workpapers

In a Pro engagement, you can add links in Microsoft^® Excel^® and Microsoft^® Word workpapers that pull information from the engagement. Any updates made to the linked information in the engagement are applied to the workpaper links when the workpaper is refreshed. Workpapers refresh automatically when they are opened, or you can click Refresh on the CCH iFirm Engagement ribbon if you have the workpaper open.

The types of links you can add to a workpaper are as follows:

• Trial balance links. Inserts formulas based on trial balance amounts.
• Date functions. Inserts dates for current or prior periods.
• Name functions. Inserts the name of the client, firm, engagement, or workpaper. You can also insert the client ID or the workpaper index.

See the topics linked above for information about inserting these links. For general instructions on using Excel^® and Word, see the Microsoft Office documentation.

Note: Linking functionality is only available with the CCH iFirm Engagement Pro license.