CCH® ProSystem fx® Engagement - Linking Workpapers and Financial Statements

This course will cover topics related to linking workpapers and financial statements in Engagement. The course is designed as introductory course on how to using Engagement and Microsoft® Excel® functions to link Microsoft® Excel® and Word documents, to include Financial Statements and Notes to the Financial Statements.

Type: eLearning
Who Should Attend: Accountants and auditors responsible for preparing workpapers and financial statements
Advanced Preparation: None
Prerequisites Required: None
Field of study: Accounting or Tax
Program/Course Level: Basic

Objectives

• Understand the benefits inserting links into workpapers
• Insert Name and Date functions
• Insert Trial Balance links using Copy TB Link/Paste TB Link and Insert TB Link functions
• Understand the key parameters of a Trial Balance link
• Use other Engagement and Excel® functions