Workpaper reference columns

You can add, modify, and delete workpaper reference columns in the Balance grid via the Manage Views screen.

Create the Workpaper Reference column

  1. Open a project in Onvio Trial Balance and click Manage Views in the Balance tab.
  2. Select a new or existing column, and then select Workpaper Reference in the Column Type field.
  3. Select a period in the Period field.
  4. Click the Save button to update the balance view.

Notes

  • You can create multiple workpaper reference columns for the same and different periods.
  • The list of periods in the Period field is based on the periods that have been set up for the contact in the Period tab of the Setup > Contacts screen.
  • When the current period for a contact is changed, the prior workpaper references for the columns linked to that period are no longer displayed.
  • You can click the button at the top of the workpaper reference columns to sort items in ascending and descending order and filter the columns, as needed.
  • You can add a comment to selected account rows, as needed. For details, see Add and edit comments.

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