Page tree

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
HTML Wrap
classsection group
HTML
<span data-swiftype-index="true">
HTML Wrap
classcol span_3_of_5
UI Expand
expandedtrue
title
How to
To delete a comment
  1. Open the workpapers period. See Opening an existing period. The Prepare Trial Balance (Workpapers) table is displayed.
  2. Open a workpaper. See Opening workpapers. The specific workpaper window opens.
  3. Click the comment in the workpaper to be deleted. The comment icon is highlighted red: Red comment iconImage Modified.
  4. Click Delete comment on the toolbar. The comment is deleted.
  5. Click Save. Changes are saved and the window remains open.
    or
    Click OK. The window closes, and any changes made will be saved.
    or
    Click Cancel. The window closes.

 

UI Text Box
typenote

If you have made any changes you will be prompted to save the changes before the window closes.
If you have Document Manager, and you checked out PDF documents in this workpaper by clicking the Edit button, a warning message will display asking if you want to check in these saved PDF documents when you close the workpaper. Clicking Yes will check in all PDF documents. Clicking No will require you to check in these documents manually. These documents can be checked in manually using the Document Manager icon in the system tray. See Accessing Document Manager from the system tray.



HTML
</span>
HTML Wrap
width15%
classcol span_1_of_5
 
HTML Wrap
floatleft
classcol span_1_of_5
Panelbox
namegreen
titleRelated topics
HTML Wrap
classsidebarlinks

Opening workpapers

Completing workpapers

Comments in workpapers

Viewing comments in a workpaper

Editing a comment in a workpaper

Moving comments in a workpaper

Workpaper To Do items

Viewing and editing the workpaper properties

Adding workpapers

Viewing a list of all workpapers and source documents

Deleting workpapers and source documents

Opening an existing period