Organize and view documents in the Tree View window

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Use the Tree View window in Engagement CS to organize the folders, documents and workpapers in the engagement.

Work for an engagement is assigned by the staff in charge who has the privileges to create transfer files to be assigned to staff members working in the field or at another workstation in the office.

Workflow in the field

Note: Staff members working in the field must have a workstation version of the Engagement CS application installed on their machines (laptop or PC) to Receive transfer files from the Master Client Data (MCD)

Engagement CS provides an efficient work cycle that flows from the Master Client Data (MCD) to the Local Client Data (LCD), between staff in the field, and then back to the MCD. Some of the following tasks that staff member(s) working in the field are responsible for are:


Return to Working in Engagement CS: Overview

Related topics

Adding Review Notes

Tree View window overview

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