About the CCH Workpapers ribbon

The CCH Workpapers ribbon becomes available in Microsoft Excel when the CCH Workpapers Add-in is installed and the CCH Workpaper file is open.

If you are unable to see the CCH Workpapers ribbon when you open a workpaper Excel file, check that the Add-in is active: See Troubleshoot issues.

Outline of the CCH Workpapers ribbon buttons:

  • Home: This takes you back to the Workbench where you can add additional workpapers.
  • B1: This takes you to the B1 Review Summary for a snapshot of the account balances.
  • Back To Top: This takes you to the top of the current sheet.
  • Roll Forward Data: This allows you to import client data, including supporting docs, from previous year workpapers.
  • Import GL Data: This allows you to import data from your client GL (not used with iFirm Client Accounting integration).
  • Refresh GL Data: This allows you to refresh the data from a trial balance.
  • Help: This links to the online help centre.
  • Validation Points: This highlights particular areas where extra validation may be needed.
  • Notes: This is where you can add notes for yourself or the reviewer.
  • Journals: This section is used when creating and uploading journals.
  • Supporting Docs: This section is used for managing and viewing supporting documents.
  • Sheet Status & Reviewer: These sections are used for keepting track of sheet status and for locking and tracking changes when in review.
  • Print all sheets: This allows you to print a hardcopy of all visible sheets and (optionally) supporting docs.
  • Add Row: This adds a row to the bottom of the selected worksheet table.
  • Setup: Hides / shows Setup sheet. Click the dropdown to hide / show Tracked changes sheet. If not already provided in the current session, the Reviewer password will be required.
  • Activate/Deactivate: This allows you to activate the workpapers with your product key, or deactivate the workpapers to use on another PC.
  • Update Available: This button will become enabled if there is a new update to the Add-in. You will also be able to view what's in the latest update. If you run a terminal server environment you will need to ask your IT person to update the Add-in.