Opening Excel worksheets in Engagement CS

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

You can open Microsoft Excel directly in Engagement CS to give you the functionality of Excel from within the Engagement CS workspace. The Engagement CS workspace also provides additional menu options and toolbars that are specific to the application.

Follow these steps to open an Excel workpaper from within Engagement CS.

  1. Select an Excel-based workpaper from the Tree View window in Engagement CS.
  2. Right-click to open the context menu and choose Open to launch the Excel application within Engagement CS.

Note: The Excel worksheet that you choose must be assigned to your staff ID in order for you to open it in Engagement CS.

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