Using the Engagement CS toolbar in Excel

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

The Engagement CS Variable toolbar appears below the main Excel toolbar(s) when Excel is launched from Engagement CS. With this toolbar you can create CSA formulas that link directly to the CSA client data for which you are creating the workpaper.

Click the button to the right of each variable field on the Engagement CS Variable toolbar to open the associated drop-down menus.

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