Download ProSystem fx Engagement 6.5 Field Guide - Support

Engagement Toolbars in Excel and Word
JE Summary. Displays current journal entries by type. You
can add, modify, or delete journal entries from this
window.
Account Groupings. Opens the Account Groupings window.
TB Column Setup. Opens the TB Column Setup window
where you can modify the columns displayed in the trial
balance.
Paste TB Import. Imports data directly from Excel into the
trial balance.
TB Edit Mode. When toggled on, allows you to make
changes to the trial balance directly.
Write Up Journal Entry. Organizes the transaction data in
journals.
Consolidate. Consolidates data from single company trial
balances into a consolidated trial balance.
Tickmark Toolbar. Displays the tickmark toolbar.
Insert Workpaper Reference. Inserts a reference link to
another workpaper in the binder.
Open Workpaper Reference. Opens the referenced
workpaper.
Freeze Links. Freezes Engagement links for the workpaper
so that links are not refreshed.
Unfreeze Links. Unfreezes Engagement links for the
workpaper.
Create Workpaper Note. Creates a note for the workpaper.
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