Worksheets and supporting documents can be added and deleted via the Index sheet. To add a link, click on the Insert button in the relevant section.
A variety of options are available to link up your worksheets. After clicking Insert, you will be taken to a pane to select the type of addition required. This article will take you through the different options available and how they are used:
- Adding a workpaper template
- Adding a hyperlink
- Adding a HowNow Smart Link
- Adding a link to an existing sheet
- Adding a worksheet from another file
- Adding a comment line
Note: Once a workpaper has been inserted on the Index it CANNOT be moved. However, you are able to insert a line above any current line by clicking Insert on that current line. In the example below, clicking Insert on the 'F05 Trade Debtors' line will allow you to insert a line above it.
Adding a workpaper template
Business Fitness has nearly 100 workpaper templates available for use when completing your accounting and tax job.
Select the Workpaper Template option in the pane after you have selected Insert. A list of worksheets available for the section you are using will be displayed. Any templates customised by your firm will appear in the list before the Business Fitness templates. Click the appropriate worksheet. If you need a worksheet that is not in the list, untick the Filter By section option. The ability to search for a worksheet is also available.
After selecting the relevant template, it will be inserted into the workbook. You can navigate directly to it by clicking on the Go To button (blue arrow) in the Links column.
Adding a hyperlink
Select Add Hyperlink and the standard office hyperlink form will appear. Select the relevant document and click OK.
A new row will be added to the Index with the full functionality of the Index sheet columns. To access the linked document, click on the Go To button in the Links column.
Note: Links can be created to a document in a folder or a website. However, if the workbook or the file is moved, then the links could be broken.
Adding a HowNow Smart Link
If you are using Workpapers in conjunction with our HowNow products, you are able to quickly create a link to the documents you have stored in HowNow. To add a HowNow Smart Link, first retrieve the Smart Link from HowNow by right clicking on the document in HowNow and selecting Copy to clipboard as > HowNow Smart Link
Select HowNow Smart Link after selecting Insert from the Index. This will automatically insert your clipboard data into the text box. If you wish to change it delete the text and paste the HowNow Smart Link.
Select OK and the HowNow Smart Link will be added as a new row on the Index.
Adding a link to an existing sheet
It is possible to link multiple accounts in the Trial Balance to the one worksheet. After selecting Insert, click Link to Existing Worksheet. A list of existing worksheets in the workbook will be displayed. Select the appropriate worksheet and a line will be added on the Index.
Note: It is recommended that this is only done if another worksheet is copied into the workbook without using the HowNow functionality.
Adding a worksheet from another file
This feature is particularly useful if you want to extract a sheet from a permanent file or another workbook to include in the current workpaper.
After clicking on Insert, select Copy Worksheet from another file. This will open a Windows browser, browse to the Excel file location and select the file. A list of worksheets in the selected file will be displayed. Click the appropriate worksheet for it to be added to your current workbook.
Adding a comment line
A comment row can be added on the Index sheet which does not have a link attached to it. This is useful when there is a need to make a note on the Index without an underlying worksheet. The full functionality of the Index is then available for this row, including the rollover function, so that notes can be carried forward to subsequent years.
Note: Any comments added to the Notes/Workpaper Title column WITHOUT using the comment function will not be rolled over.
Deleting a workpaper or Index line item
If a workpaper is deleted it CANNOT be retrieved. Any worksheet can be deleted – use cautiously as this option will delete the line on the Index sheet and the underlying worksheet. To delete, click on the X on the relevant line.
Note: If you have multiple lines linked to the one worksheet, the underlying sheet will not delete until the last link is removed.
Order of worksheets
The order of worksheet tabs along the bottom of the workbook can be rearranged. To do this, simply left-click and drag the tab left or right along the bottom to where you would like it to be placed.
Note: Do NOT change the name of the tabs as this can affect the background formulae.