Setting up user preferences for an engagement

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

  1. With Engagement CS open, choose Setup > User Preferences.
  2. On the Engagement CS tab of the Engagement CS User Preferences Properties dialog, mark or unmark each of the options to suit your needs for all engagements.

    Note: The settings in this dialog are global settings for all engagements (not engagement-specific). For a network installation, each workstation can have its own individual settings.

  3. Click the File Locations tab to enter a path for the Office Master Client Data and the Field Master Client Data.
  4. Click OK to save the settings that you have selected, and close the Engagement CS User Preferences Properties dialog.

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