Journal Entry [Tasks menu]

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Important reminder!

Product support for Engagement CS is ending on September 30, 2020. See Engagement CS license expiration 2020 - frequently asked questions for more information.

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS permanently expired on March 1, 2017.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of Creative Solutions Accounting.

You can enter adjusting journal entries in the Adjusting Journal Entries window of the Trial Balance module directly in the Engagement CS workspace.

Choose Tasks > Journal Entries to open the Adjusting Journal Entries window in the Document View pane of the Engagement CS workspace.


Choose Engagement > Journal Entries from the Add-in menu within Engagement CS when Excel is open within the application.

Special information

The following group privileges in Engagement CS are related to the journal entry features.

We recommend that you select only the Add Potential Journal Entries option for staff members who are not assigned the Trial Balance in the current engagement. This enables the staff member who has the privilege to add all journal entries to run CSA reports that reveal any new journal entries added by other staff members on the engagement team.

Related topics

Assigning the Trial Balance

Setting up group and staff privileges for users of Engagement CS

Assigning staff privileges in a new engagement

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