Updating open Excel or Word workpapers

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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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.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 integrates with Microsoft Excel and Word to allow you to edit and create workpapers that are linked to the CSA trial balance information.

Changes to Journal Entries, Chart of Accounts or updates in the Trial Balance Grid can still be made when Microsoft Excel or Word workpapers (that are launched from Engagement CS) are still open. Be sure to refresh the workpapers as soon as the open dialog is closed to reflect any changes.

To refresh the workpaper with the CSA client database changes, click the Recalculate /_images/acct_pr/csa/btn-recalculate.gif button in the Engagement CS toolbar or Engagement CS pull-down menu (available in Microsoft Excel or Word when the workpaper is launched from the application).

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