Receive transfer files

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

Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

The transfer file contains engagement data that is assigned from the staff in charge of the Master Client Data (MCD) or from a staff member working in the Local Client Data (LCD).

Choose Tasks > Receive Documents to receive the engagement data from the Master or another staff member in the field that available at a shared network location, or copied to removable media.

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