UB 8331 Workpapers CS Software Update v.2016.1.0

UB 8331 Workpapers CS Software Update v.2016.1.0
Workpapers CS, v. 2016.1.0
User Bulletin 8331: Software Release
March 24, 2016
TO
Users of the Workpapers CS™ software.
This user bulletin explains changes made for this version of Workpapers CS.
CONTENTS
CHANGES..................................................................................................................................................... 1
General ...................................................................................................................................................... 1
Trial balance .............................................................................................................................................. 1
HELP & SUPPORT ....................................................................................................................................... 2
Help & How-To Center .............................................................................................................................. 2
Product support ......................................................................................................................................... 2
Website resources and email subscriptions .............................................................................................. 2
Accounting CS Ideas Community .............................................................................................................. 2
CHANGES
General
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We have added the Efficiency tips for Workpapers CS topic to the Help & How-To Center. This new
topic provides you with tips and shortcuts to save you time as you work with Workpapers CS.
We have added a Refresh button to the Engagement Binder Tree portlet toolbar. (Accounting CS
Ideas Community #1966)
We have added the ability to edit the date of a signoff in the Workpapers List portlet. Only the person
who created the signoff can make this change. (Accounting CS Ideas Community #1219)
We have added the following features to the Workpapers CS add-in ribbon within Microsoft® Excel®.
 A Clear during roll forward button. For a selected cell in an Excel workpaper, you can click this
button to mark the contents of the cell for deletion after the document is rolled forward. For more
information, see Microsoft Excel and Microsoft Word integration, overview. (Accounting CS Ideas
Community #2059)
 The ability to format amount variables that have been inserted via the Workpapers CS add-in. For
more information, see Inserting variable formulas.
Trial balance
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The application now automatically refreshes the Actions > Enter Trial Balance screen after importing
data from a spreadsheet. (Accounting CS Ideas Community #2108)
We have added the Difference, Misstatement, and Auto-reverse fields to the Fields to Skip tab in the
Enter Transactions Options dialog (accessed via Edit > Options) to enable you to automatically skip
those fields during data entry in the Actions > Enter Transactions screen. (Accounting CS Ideas
Community #2719)
We have made the following enhancements to the Actions > View Account Activity dialog.
 When you close the dialog, the application now retains the values that were set in the Date,
Basis, and Journal fields. (Accounting CS Ideas Community #955)
 The application now excludes zero-amount transaction details.
Copyright 2011 – 2016 by Thomson Reuters. All rights reserved.
UB 8331
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
We have made the following enhancements to all screens accessed from the Actions > Analyze
Client Activity menu.
 We have added a Print button.
 The application now excludes zero-amount transaction details from the final level of drill-down
details.
HELP & SUPPORT
Help & How-To Center
For answers to questions on using Workpapers CS, access the Help & How-To Center by choosing Help
button on the toolbar, or by pressing CTRL+Y. You can also use the
> Help & How-To, by clicking the
search field on the toolbar to search for topics. For more information, including sample searches, see
Finding answers in the Help & How-To Center.
Product support
From the Support Contact Information page on our website, you can complete a form to send a question
to our Support team. To speak directly with a Support Representative, call 800.968.0600 and follow the
prompts. Normal weekday support is available from 9:00 a.m. to 8:00 p.m. eastern time. For additional
details (including extended support hours for tax season and hours for other applications), visit the
Support section of our website. You can also access the Support section from within Workpapers CS by
choosing Help > Additional Resources > General Support Information.
Website resources and email subscriptions
Visit our website to access the Tax & Accounting Community (formerly ARNE), to learn about training
courses, to view blogs and articles, and more. You can access the website from within Workpapers CS by
choosing Help > On the Web > CS Professional Suite Home Page.
We issue software update notices via email. You can sign up to receive these notices by visiting the My
Account section of our website. You’ll need to create a web account (if you don’t already have one) and
then sign up for the Email Subscription service where you can indicate which notices you want to receive.
Accounting CS Ideas Community
The Accounting CS Ideas Community is a forum in which you can share ideas with other users and
provide feedback and suggestions to our development team. Through the forum, you can also upload and
share customized reports, financial statements, letters, or check layouts that might be helpful to other
firms. The enhancements that have been implemented based on customer suggestions voiced in the
community are highlighted on the User Bulletin. For more information on accessing and participating in
the community, see Ideas Community.
Copyright 2011 – 2016 by Thomson Reuters. All rights reserved.
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