Warning
Product support for the ended on September 30, 2020.
- Write Up CS
- Payroll CS
- Engagement CS
- Client Bookkeeping Solution
- Financial Analysis CS
Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.
Before you can begin entering or modifying data for an existing engagement client, you first need to open that client's database file.
From the Engagement CS main window, choose File > Open Engagement Client, and then double-click the client you wish to work with.
Fields & buttons
Enables you to search for an available engagement client. First, click either the Client ID or the Client Name column-heading button to indicate which column you want to search in, and then enter the first few characters of the client's ID or name. The program will automatically highlight the first match in the client list.
All existing Engagement CS clients are listed here. Highlight the engagement client you wish to work with and then click the Open button.
- To sort the client list, click the Client ID or Client Name button.
- To search for a particular client by client ID or name, first click either the Client ID button or the Client Name button to indicate which column you want to search. Then, in the Search field above this pane, enter the first few characters of the client's ID or name. The program will automatically highlight the first match in the client list.
CREATIVE SOLUTIONS ACCOUNTING
