Engagement Properties [File menu]

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

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:

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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