Add workpaper references for journals
You can add workpaper references to related workpapers in the Journals grid and/or the Transactions grid.
Add work paper ref columns to the Journals and Transactions grids
- Open a project in Onvio Accounts and select the Journals tab.
- Select Show/Hide at the top of the Journals grid on the left, then mark the Work paper ref checkbox.
- Select Show/Hide at the top of the Transactions grid on the right, then mark the Work paper ref checkbox.
Add a workpaper reference
- Select Add a WP Ref in the Work paper ref column of a selected account in the Journals grid (on the left).
- Enter the workpaper reference in the Reference field, then select Add.
- If you want to add a workpaper reference to the Transactions grid, select Add a WP Ref in the Work paper ref column of a selected row of the Transactions grid, enter the workpaper reference, then select Add.
Notes:
- You can enter any combination of alphanumeric characters or special characters in the Reference field.
- A link to the source document in Onvio Documents is automatically added to the Work paper ref column of imported journals.
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