FileCabinet CS

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

FileCabinet CS is an application in the CS Professional Suite that provides automatic storage and retrieval mechanisms for documents produced by other CS Professional Suite software. FileCabinet CS also provides the ability to scan documents for storage, store existing image files, store documents in alternate file locations, and send documents to email recipients.

You can print most client-related documents (such as returns, extension, forms, and reports) to FileCabinet CS for electronic storage.

Note: As one-time setup steps in your Creative Solutions Accounting software, you need to do the following:

  1. Use the FileCabinet CS field in the File Locations tab of the Setup > User Preferences dialog to specify the drive and folder your FileCabinet CS software is installed.
  2. On the FileCabinet tab of the Setup > System Configuration > Administration dialog you can specify whether and how you want to use automatic backups of client data to FileCabinet CS for electronic storage.
  3. From the Help menu, choose Repair.
  4. In the Repair dialog, click the Miscellaneous tab and then click the FileCabinet button within the Populate CS Applications group box.

For more complete information on using FileCabinet CS, start the FileCabinet CS program and choose Help > FileCabinet CS Help Topics.

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