Linking Engagement Information in Workpapers
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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 to the right 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.