Archive [File menu]

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017. CSA will not include 2017 tax rates or payroll forms, so, for 2017 and beyond, you will need to process payroll in another application. We recommend Accounting CS Payroll and myPay Solutions. For more information, see the following topics.

Choose Archive from the File menu to archive data for the open engagement client(s). Use this utility to create a secure storage file for engagements that no longer need to be viewed in the Tree View window of the engagement workspace. 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.

To archive engagement data for the open client in Engagement CS, choose Archive > Create from the File menu. 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. Click the Archive button.

Special information

Top of page

Fields & buttons

Top of page

Share This