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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

You can choose Tasks > Receive Documents in Engagement CS to receive a transfer file that consists of workpapers and documents either from the Master Client Data (MCD) or another staff member working in the Local Client Data (LCD). In the Receive Documents dialog, browse to the location where the transfer file resides, either on a shared location on the network or on shared media, such as a read/write CD, or other removable media.

Staff members who have been assigned to work on an engagement in the field must meet the following criteria to receive a transfer file:


Return to Working in Engagement CS: Overview

Related topic: Creating Transfer files

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