Word integration overview

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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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.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 Word to allow CSA trial balance information to be linked in Word documents. When you open Word from within Engagement CS, you can take advantage of the Engagement CS pull-down menu and toolbar. With Engagement CS you can combine Word's formatting features while simultaneously linking to CSA client data. See Opening a Word document from Engagement CS.

Integration with Word is a one-way link from the CSA client database to Word. The Word workpaper refreshes automatically when it is first opened in Engagement CS. Subsequent updates made to the client's database in CSA are reflected in the workpaper when you click the Recalculate recalculate button from the Engagement CS toolbar or pull-down menu in Word.

You can take advantage of the integration functionality between Engagement CS and Microsoft Word to mark procedures as completed and insert hyperlinks to other workpapers within the current engagement.

Special information

Note: A copy of the document that now includes the CSA functionality will be inserted into the engagement when you open an existing workpaper in Engagement CS. The original Word document will remain intact in the original location.

Menu commands

To open the Engagement CS add-in menu, right-click in the Word document when it is launched from Engagement CS either inside or outside of the engagement workspace.

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