Archiving engagements

Alerts and notices

Important reminder!

Product support for Engagement CS is ending on September 30, 2020. See Engagement CS license expiration 2020 - frequently asked questions for more information.

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS permanently expired on March 1, 2017.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of Creative Solutions Accounting.

The archiving Engagement data utility in Engagement CS allows you to create a secure storage file for engagements that no longer need to be viewed in the Tree View window of the engagement workspace. This provides more usable space in the Tree View. When an engagement is archived it will be removed from the Tree View window, but will be saved into the client data folder and included with backups.

Steps to Archiving an Engagement:

  1. Within Engagement CS choose File > Archive > Create.
  2. In the Create dialog double-click one or more of the engagements listed in the left (Available) pane to move them to the right (Selected) pane, or click the Select All button.
  3. If you have not wrapped up the engagement before archiving, you are prompted as a reminder before you begin the archive process. You can click Yes to proceed with the Wrap Up or click No continue with the archive.
  4. By default, the engagement will be archived to the following data path: "..\CSAData\‹Client name›\‹Engagement name›\Engagements\$archive". This path cannot be changed.
  5. Click the Archive button.
  6. After the engagement has been archived it will be removed from the Tree View window.

Steps to Restore an Archived Engagement:

  1. A working copy of an archived engagement can be restored by choosing File > Archive > Restore.
  2. In the Restore Archive Copy dialog double-click one or more of the engagements listed in the left (Available) pane to move them to the right (Selected) pane, or click the Select All button.
  3. Click the Restore button.
  4. When the engagement has been restored to Engagement CS, Archive Copy is displayed in the Warning column of the Tree View window.

Steps to Delete an Archived Engagement:

Archived engagements can be permanently deleted from the clients folder.

  1. Within Engagement CS choose File > Archive > Delete.
  2. In the Delete Archive dialog double-click one or more of the engagements listed in the left (Available) pane to move them to the right (Selected) pane, or click the Select All button.
  3. Click the Delete button.

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