Warning

Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

GoFileRoom is an integrated document managment, workflow, and scanning solution from Thomson Reuters. It is a web-based system that enables quick storage of document in digital format - plus automatic indexing for quick and easy retrieval of stored documents at any time.

For licensed users of GoFileRoom

To enable automatic index mapping when sending CSA reports, payroll tax forms and checks, or engagements from CSA to GoFileRoom, open the CSA main window choose Setup > System Configuration > GoFileRoom Index Mapping.

To store PDF images of selected reports or payroll tax forms and checks in GoFileRoom, mark the Store image in checkbox on the print dialog, select GoFileRoom from that drop-down list for that field, and then click the GoFileRoom button.

Was this article helpful?

Yes No

Submit