Add workpaper references for adjustments

You can add workpaper references to related workpapers in the adjustments list and/or the distribution rows in the adjustment details section of the Adjustments screen.

Add the column in the Adjustments grid

Use the following steps to add the WP Reference column in the Adjustments grid (left side of screen).

  1. Open a project in Onvio Trial Balance and click the Adjustments tab.
  2. Click the Show/Hide button at the top of the Adjustments grid and mark the WP Reference checkbox to display the WP Reference column in the grid.

Add a workpaper reference

Enter a workpaper reference as text

Click the Text icon in the WP Reference column for a selected account in the Adjustments grid (left side of screen) or the Distributions row (right side of screen) and enter a workpaper reference.

Note: You can use any combination of alphanumeric characters or special characters in the WP Reference text.