Workpapers Excel Tab/Ribbon

Installing and Activating


To activate the workpapers tab first, download the latest add-in from the Smart Workpapers website - for more information see the Smart Workpapers Add-In Installation User Guide.

One the add-in is installed if it is still not visible you can activate it excel by selecting 'Workpapers' by navigating to; File>Options>Customize Ribbon.



Details of Tab Items

 


Status

Workbook Status - Please Select - This button shows the status of the entire workbook.  This flows through to the dashboard on the website and can be updated via the workpapers tab or on the dashboard. For more information on the dashboard see the Dashboard User Guide


Review

Cell Review - Please Select - This allows you to set a status (Reviewed, Ready for Review or Rework Required) for an individual cell.  The border colour of the cell will be updated when a status is selected;

  • 'Ready for Review' - Yellow Border
  • 'Rework' - Red Border
  • 'Reviewed' - Green Border

To add or update the status of a cell, select the cell you wish to set the status for and select the status from the workpapers tab as shown below;



Workpaper Items

For detailed information on the Workpaper Items feature see the Workpaper Items User Guide.

Manage All - This button brings up all the workpaper items for the entire workbook. 

Add Workpaper Item - This button adds a workpaper item.

View Workpaper Items - This button shows all workpaper items for the current worksheet.


Reconciliation

For detailed information on the Reconciliation features see the Connected Workpapers - Referencing and Reconciliation User Guide.

Add reconciliation field - Connected Workpapers Feature

Add Reference Formula - Connected Workpapers Feature


Admin 

Reset Workpaper - This button clears all workpaper items and resets the file back to a blank starter file.

Important Note: Reset as Starter and Reset as Template buttons should only be used by advanced users when creating customised templates. The buttons should be used immediately prior to the final file save and uploading to the website. For more information on creating customised starters and templates see the Smart Workpaper Customisations User Guides.

Reset as Starter - This button is used for customising starter files. It clears all associated entity and user data and resets the workpaper as a new starter file ready for upload to the website. 

Reset as Template - This button is used for customising template files. It clears all associated entity and user data and resets the workpaper as a new starter file ready for upload to the website. Note: It can only be used on templates with one tab.


Tools

Generate Index- This button will generate a list of all available worksheets into the index page of the starter file.

Repair Formulas - This allows you to repair formulas when you receive an error such as #REF.

Template Edit Mode - (Only for Advanced Users) - Clicking this button activates a mode, which allows you to use Smart Workpaper features while editing a template - (I.e. Go_RollUp or Go_TickBox functions)




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