Embedded LiveSheets give you the ability to add evidence directly into a workpaper. The workpapers in the Trust Account industry templates already contain Embedded LiveSheets (see sample below) but it is simple to add them within any workpaper including workpapers in a Firm Template.
To add an Embedded LiveSheet into a workpaper;
- Access Edit Mode via the File dropdown menu;
- Add a new LiveSheet BETA section to your workpaper;
- Make edits to your new section include reorder (move) the section, edit and display/hide title and enter section guidance;
- Close Edit Mode;
See our Help Centre article on Editing LiveSheets for guidance on editing the content of the LiveSheet.
It is not possible in the Embedded LiveSheets to do the following:
- Undo or redo items;
- Change Sheet names;
- Enter advanced formulas;
- More advance excel features.