Archive [File menu]

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

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.

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