Existing engagement

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Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

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You can choose one of the following methods to open Engagement CS:

  • Check the Launch ES after login checkbox on the Staff tab of the Administration dialog if you want Engagement CS to open automatically each time you log in.
  • From the main CSA window, choose File > Engagement CS to open the application.

Notes

  • Engagement folder(s) for the current client appear in the Tree View window of the Engagement CS workspace (if engagements exist for the current client). Otherwise, you can choose File > Open Engagement Client to select and open an engagement client in Engagement CS.
  • Both the staff in charge and the individual staff members of the engagement team have Engagement CS installed on their workstations and/or laptops.
  • Both the staff in charge and the individual staff member(s) can use the Tree View window to organize the engagement folders, documents, and workpapers to suit their respective needs independently of one another.
  • Both the staff in charge and the individual staff member(s) can choose File > New Document or File > New Folder to insert into the current engagement.

Return to Working in Engagement CS: Overview

Related topic: Adding a new engagement

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