Field master client data path

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

The location where the Field master client data is stored on a network environment in the field. The path is defined on the File Locations tab of the Setup > User Preferences Engagement CS User Preferences Properties dialog.

Note: The master client data can be updated during synchronization in the office or in the field (when configured on a network).

Synchronize [Tasks menu]

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