Inserting Date Functions

You can insert date functions into your Microsoft^® Excel^® and Microsoft^® Word workpapers using the Axcess Engagement ribbon. Adding date functions to a workpaper can reduce how often you must manually add or edit dates in your workpapers. If you roll forward a workpaper, the date functions will update automatically in the new workpaper.

Note: This feature is not yet available for consolidated engagements.

Tell me which date functions I can insert in a workpaper.

Current year Current period begin date Current period end date

Prior year (up to 5 prior years) Prior period begin date (up to 5 years prior) Prior period end date (up to 5 years prior)

To insert a date function:

1. Open the Excel^® or Word workpaper you want to add date function links to.

   1. Click the engagement on the Engagement List page.

      Note: See Using the Engagement List Page for information about using the pagination and search features to find an engagement in the list.

   1. Locate the workpaper on the Engagement View page.

      Tip: You might need to expand the node or folder that holds the item you need.

2. Click the cell or location where you want to add the date function.
3. Click Date Functions on the Axcess Engagement ribbon, and then select the date function you want to add.

Important: If you have CCH ProSystem fx Engagement installed on your computer, you may also see an Engagement ribbon. Be sure to click the button on the Axcess Engagement ribbon.

4. If prompted to do so, select additional date format options, and then click OK.

Notes:

• Your format selections are saved for the next time you add a date function.
• If you need to change the format for an existing link, delete the link, and then add it again in the new format.