Engagement CS reports

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Engagement CS provides three diagnostic reports and a Wrap Up Summary report that you can print or view during engagement processing.

Choose File > Diagnostic Reports > Workpaper, Notes, or Unsigned Program Steps to open one of the Diagnostic Report dialogs and choose from various options to make the report presentation fit your specific needs.

Choose Setup > Cash Flow Worksheet > Cash Flow Analysis Report to open the Cash Flow Analysis Report dialog and choose from various options to make the report presentation fit your specific needs.

Choose Tasks > Wrap Up to open the Wrap Up wizard in Engagement CS. The option to view or print the Wrap Up Summary Report is available on the last page of the Wrap Up wizard.

Note: You may also choose to print the Workpaper or Notes Diagnostic reports during the wrap-up phase of the engagement.

Available reports

Workpaper Diagnostic Report

Notes Diagnostic Report

Cash Flow Analysis Report

Unsigned Program Steps Report

Wrap Up Summary Report

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