To Do items can be opened and edited from a variety of windows. See To Do items. This section focuses on opening and editing To Do items from the To Do Workpaper window and the Workpaper window.
How to open and edit a To Do item from the To Do Workpaper window
A list of workpaper To Do items associated with a selected client can be viewed using the To Do item option on the Tasks bar under PrepareTrial Balance (Workpapers).
Open the workpapers period. See Opening an existing period. The Prepare Trial Balance (Workpapers) table is displayed.
Click To Do item on the Tasks bar. The To Do Workpaper window opens.
Edit any fields on the Main tab in the To Do window.
Click Finish. This saves the changes to the To Do item.
How to open and edit a To Do item from the Trial Balance (Workpapers) window
Open the workpapers period. See Opening an existing period. The Prepare Trial Balance (Workpapers) table is displayed.
Select and open the workpaper in the table. The workpaper opens in a new window. A list of all To Do items associated with a selected workpaper document can be viewed at the top of the Workpaper window. By default the table is hidden.
Click to show the table.
Find the To Do item.
Double-click to open the To Do Item. The To Do window opens.
Edit any fields on the Main tab in the To Do window.
Click Finish. This saves the changes to the To do item.
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