Microsoft® Excel® opens with a blank background when opened from inside CCH® ProSystem fx® Engagement or CCH® ProSystem fx® Workpaper Manager.

The issue can also be caused by a hung instance of Excel.
  1. Close all Excel Workbooks.
  2. Right-click on the Task Bar and select Task Manager or use Ctrl+Alt+Delete and click Task Manager.
  3. Click on the Processes tab and sort by process Name.
  4. For Windows 8.1 and higher, click the Details tab. 
  5. Right-click and choose End Process on any Excel.exe or excel.exe*32 item listed.

If happening to one specific tab in the workbook, do the following:
  1. Press Ctrl+A to select all columns and rows.
  2. Right-click on a column header and choose Row Height.
  3. Enter 15 as the row height and click OK.

If happening to the entire workbook, do the following:
  1. Make sure that affected workpaper is checked out and user is current editor.
  2. Open the affected Microsoft Excel workbook and click View > Unhide, then click OK.
  3. Once information is unhidden, save and close out of the workpaper, and it should launch normally. 
    • If Unhide is grayed out, or does not restore the data, continue with the following steps. 
  4. If the affected workpaper is a Trial Balance Database file, please see our Support Article below to run a repair to the trial balance.
  • How do I repair a Trial Balance in CCH® ProSystem fx® Engagement or Workpaper Manager?  If the issue persists, proceed to the next step.
  • If a TB repair temporarily doesn't resolve the issue, or if it temporarily resolves the issue and it then it returns, try changing the default printer on the machine. The default printer may be causing the issue since Engagement or Workpaper Manager uses the default printer that is set within the Microsoft Windows operating system to generate and display the trial balance.
    1. Run another TB repair to the trial balance.
    2. Before opening the trial balance change the default printer to a different printer.
      1. Click Start.
      2. Select Control Panel.
      3. Click View devices and Printers OR click Devices and Printers.
      4. Right-click on a different printer (example: Adobe PDF).
      5. Select Set as Default Printer. If still has the issue try repeating the steps and choose a different printer. Otherwise, proceed to the next steps below.
  1. Add Workpapers to Microsoft Office Trusted Locations.
    1. Open a Microsoft Excel workbook and click File > Options Trust Center > Trust Center Settings.
    2. Click Trusted Locations Add New location.
    3. In the Path box, enter C:\Pfx Engagement\WM\Workpapers\.
      • For Terminal Server or Citrix installations, the workpapers folder may exist on a network drive. To find where the workpapers folder for the user is located, in CCH ProSystem fx Engagement or Workpaper Manager, go to Tools > Options > Data and copy the Workpapers path. 
    4. Select the check box Subfolders of this location are also trusted.
    5. Click OK.
    6. Select the check box Allow Trusted Locations on my network (not recommended).
      • While the option is listed as "not recommended," if users are working with Microsoft Excel workbooks that originated on a network location, or linked from a network location, this option is required for functionality.
  2. Disable Protected mode.
    1. Open a Microsoft Excel workbook and click File > Options Trust Center > Trust Center Settings.
    2. Click Protected View, and clear all check boxes.
      • If you are unable to turn off Protected mode, try saving the file as an XLSM since this will allow the formulas and may allow the processes to run with Excel protecting it. 
  3. Set the Macro Settings.
    1. Open a Microsoft Excel workbook and click File > Options Trust Center > Trust Center Settings.
    2. Click Macro Settings and select Disable all macros except digitally signed macros.
  4. If running Microsoft Office 365 there is a setting for multiple displays called "Optimize for best appearance" and sometimes impacts this issue:
    • Try to change the option for Improved support for high definition displays by following steps below:
      1. Save and close all Microsoft Excel documents.
      2. Open a blank Microsoft Excel file and go to File > Options > General.
      3. Under User Interface Options, select the option Optimize for compatibility, as shown below.
 User-added image
  1. Click OK.
  2. Close Microsoft Excel and reopen the Excel document.
If the issue persists, there may be unreadable content found in the workbook. To resolve this issue, perform the following steps after making sure the workpaper is closed.
  1. Right-click on the binder in the Local File Room that contains the affected Microsoft Excel workpaper and select Properties.
  2. Click on the Information tab.
  3. Copy the file path listed in the Workpaper path box.
  4. In Microsoft Windows File Explorer, right-click in the address field and select Paste. Then press Enter to open the workpapers folder.
  5. In the binder right-click on the Microsoft Excel workpaper and select Properties.
  6. Note the first 4 characters listed in the GUID field at the top of the properties.
  7. Enter the noted characters in step 6 in the Microsoft Windows File Explorer search box that was opened in step 4.
  8. Double-click to open the Microsoft Excel workbook. If a prompt appears, proceed to Step 9. Otherwise:
    1. Click View > Unhide, then click OK.
    2. Once information is unhidden, save and close out of the workpaper, and it should launch normally. If Unhide is grayed out, proceed to the next step.
  9. Resolve the prompt that occurs on open:
    • If it states that it found unreadable content, allow the workbook to repair. After repair, review the workbook to verify if the recovered content is usable.
      • If the unreadable content references printer settings, change the Windows default printer to a local printer instead of a redirected printer. Good examples of a local printer include Adobe PDF or Windows PDF printers. 
    • If the workbook opens in protected mode, enable the content.
    • If no prompt or message populates in Microsoft Excel then you will need to open Microsoft Excel and manually browse to the directory inside Microsoft Excel to perform the Open & Repair.  Follow steps in this Microsoft KB article.
  10. Save the Microsoft Excel workbook, and close the file.
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