Engagement Properties [File menu]

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

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Depending on the global privileges that your staff ID has been assigned in CSA, and whether or not you are accessing the Master Client Data (MCD) or Local Client Data (LCD), you can use the Engagement Properties dialog to perform such tasks as:

  • Display engagement information on the General tab.
  • Add, edit, or remove signoff information.
  • Assign specific staff and signoff types in the current engagement.
  • Assign workpapers and documents to specific staff members who are working in the field.
  • Assign specific privileges to specific staff members who are assigned to the current engagement.
  • View the historical activity that has taken place in the current engagement.

Choose File > Engagement Properties, or right-click the Engagement folder icon in the Tree View window and choose Properties from the context menu.

Special information

Tabbed pages in this dialog

General tab

Staff Assignments tab

Workpaper Assignments tab

Staff Privileges tab

History tab

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