Insert TB link and other Trial Balance options grayed out in Excel when opened from CCH® ProSystem fx® Engagement or Workpaper Manager.
- Article Type:
- Problem Resolution
- Last Modified:
- 11/05/2022
Symptoms
- Insert TB link and other Trial Balance options grayed out in Excel when opened from CCH ProSystem fx Engagement or Workpaper Manager.
Environment
CCH ProSystem fx Engagement
CCH ProSystem fx Workpaper Manager
CCH ProSystem fx Workpaper Manager
Cause
- Your Engagement or Workpaper Manager profile does not include a Trial Balance license.
Resolution
You need to have a Trial Balance license assigned to your Engagement or Workpaper Manager profile to be able to use Trial Balance specific functions from either the right-click menu, or the Engagement or Workpaper Manager Ribbon.
If you attempt to open the Trial Balance you will receive a similar message. Steps to resolve this are included in the article below. In some instances, having the Freeze TB Link enabled in a workpaper will gray out trial balance functions. Unfreezing the links will re-enable trial balance functions.
If you attempt to open the Trial Balance you will receive a similar message. Steps to resolve this are included in the article below. In some instances, having the Freeze TB Link enabled in a workpaper will gray out trial balance functions. Unfreezing the links will re-enable trial balance functions.
Additional Information
N/A
Solution Id | 000169846/000102804 |
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Direct Link |