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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

By toggling on and off the toolbar and window items in the View menu, you can choose which toolbars and windows you want to appear in the Engagement CS workspace.

  1. To view an item or to restore it to view, choose View and toggle on the toolbar or window you wish to view or restore.
  2. To hide an item from view, choose View and toggle off the toolbar or window you do not wish to view.

    Note: You can also hide the Tree View window by clicking the /_images/acct_pr/csa/close_window.gif in the upper right corner. You can hide the Notes View window by clicking the /_images/acct_pr/csa/close_window.gif in the upper left corner. Restore either window by choosing View and checking the window(s) you wish to restore.

  3. You can adjust the width or height of any window by positioning the mouse pointer over the horizontal or vertical border. When the mouse pointer changes its appearance /_images/acct_pr/csa/cursor_02.gif, click and hold the border and drag it to the size you desire.

Tree View window properties

Notes View window

Document View window properties

Note: The CSA menu, toolbar, and links to the CSA client data remains active when you launch the Excel or Word workpaper from within the Engagement CS workspace.

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