Office 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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.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 Office master client data is stored on a network environment when you are in the office (if you are using Citrix and are always connecting back to the office). Choose Setup > User Preferences to open the Engagement CS User Preferences Properties dialog on the File Locations tab where you can enter the Office master client data path and the Field master client data path.

Note: Office master client data is updated during the synchronization process.

Synchronizing with the Field Master Client Data or the Office Master Client Data

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