If you would like customisations made to your firms workpapers, but don't feel confident doing them yourself, please refer to Business Fitness Customisation Service for more information on our team making the changes for you.
The table below contains a list of the named ranges used for coded actions.
Monitors the status of the worksheet.
|Tm_WorksheetTitle||Links the title of the worksheet to the name on the index page.|
|Go_Index||Links to the index page. |
|Go_TickBox||Toggles the cell between ticked and unticked (uses the Wingdings 2 font).|
|Go_Toggle||Toggles the cell been various values such as ticked, unticked and N/A (uses the Wingdings 2 font).|
|Go_RollUp||Shows and hides rows using the named ranges Tm_StartRollUp and Tm_EndRollUp.|
|Tm_StartRollUp||Used for the RollUp function at the beginning of the rows to show/hide.|
|Tm_EndRollUp||Used for the RollUp function at the end the rows to show/hide.|
|Go_SumRangeDetail_[RangeName]||Hyperlinks you to the worksheet where the value is found. If there is more than one worksheet, it will provide a summary of all sheets for the given [RangeName] and their balances to confirm totals and make navigation easier.|
|FixedList||Copies information from last years closing balance to the current years opening balance by matching the text descriptions from one period to another.|
|DynamicList||Copies the list from the opening worksheet into the same location in the new worksheet.|
|DynamicOB||A list which will contain the data copied from the DynamicCB from the prior year worksheet into the opening balance of the current year worksheet.|
|DynamicCB||A list which will be copied into the DynamicOB range in the next year's worksheet.|
|SingleOB||A single cell which will copy the data from the SingleCB cell in the prior year as the current year opening balance.|
|SingleCB||A single cell which will copy data to the SingleOB cell in the next year.|
|Go_ShowHideRows||Allows you set a simple or complex display by showing and hiding rows (note: this formula is more complex and we recommend using the Business Fitness customisation service).|
|LinkWorksheet||Used in conjunction with the Tm_TBAccount and Tm_TBBalance named ranges.|
|Tm_TBAccount||Pulls through the account name from the trial balance in a Connected Workpaper. Must be used with Tm_TBBalance and LinkWorksheet.|
|Tm_TBBalance||Pulls through the account balance from the trial balance in a Connected Workpaper. Must be used with Tm_TBAccount and LinkWorksheet.|
|Reconcile_[namefield]||Activates the reconciliation field on the index page of a Connected Workpaper. This can be added manually to the worksheet prior to being uploaded, or added onto each template as required using the "Add Reconciliation Field" function on the Workpapers ribbon.|
Tm_Status and Tm_WorksheetTitle
Using coded actions that begin with Go_
For any of the coded actions that begin with Go_ (Go_Index, Go_TickBox, Go_Toggle, Go_RollUp), a hyperlink will need to be created. The following steps will assist in creating the hyperlink.
- To create a hyperlink, you will first need to create a named range for that particular coded action (e.g Go_Index). At this point, create the named range pointing to any cell on the worksheet.
- Right-click and select Link. To hyperlink, select Place in This Document and search through to find the named range you just created. Enter in the text to display and also a screen tip showing the user what the hyperlink will do.
- You will notice that when you click on the hyperlink, it will take you to the cell you created as a hyperlink. To make this work correctly, we will need to change the named range to the following formula =INDIRECT(CurrentCell())
Go_TickBox and Go_Toggle
If you wanted additional characters to toggle using Go_Toggle, we would suggest searching for a Wingdings 2 character chart. Go_Toggle allows you to have as many characters as you would like.
The Go_SumRangeDetail will take you either to the worksheet where the named range can be found, or open a pop-up box with a summary of all worksheets with that named range. In the formula, the [RangeName] refers to the specified named range. We will use the Provision for Income Tax worksheet as an example. To link to the July Instalment, go to that worksheet and find the named range. In this example, the July Instalment has the named range J10_JulInst. Create the above formula, link to any cell on the worksheet, and replace [RangeName] with the July instalment named range. So the formula in this example would be Go_SumRangeDetail_J10_JulInst. Follow steps 1-3 above to hyperlink the cell and create the named range.
These named ranges apply to the import opening balance function. For more information please refer to the article Customising Opening Balances.
LinkWorksheet, Tm_TBAccount, Tm_TBBalance
Configure the template workpaper to have a named range for the account and balance, called "Tm_TBAccount" (for the account) and "Tm_TBBalance" (for the balance).
Add LinkWorksheet named range to the worksheet.
If there is more than one reconcilatiion, for example, the 'bank rec', append a number to pair them together in series, for example: "Tm_ TBAccount _1" and " Tm_TBBalance _1" "Tm_TBAccount_2" and "Tm_ Tm_TBBalance _2" etc.