Overview of inserting a PDF file into an engagement

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017. CSA will not include 2017 tax rates or payroll forms, so, for 2017 and beyond, you will need to process payroll in another application. We recommend Accounting CS Payroll and myPay Solutions. For more information, see the following topics.

A PDF (Portable Document Format) file can be inserted into an engagement as a read-only image, displayed in the engagement workspace.

Choose File > New Document, select External file (Excel, Word, or other file type), and then click the Next button to navigate to the location of the file that you want to insert into the current engagement.

Note: Currently, you cannot send PDFs to FileCabinet CS. If the engagement contains PDF files, you'll need to wait for a future release of Creative Solutions Accounting that will allow PDFs to be sent to FileCabinet CS before storing the engagement in FileCabinet CS.

See also: Store engagement in FileCabinet CS [File menu].

Share This