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Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.
Use the buttons on the Miscellaneous tab of the Help > Repair dialog to populate other CS Professional Suite applications such as FileCabinet CS, Practice CS, or ToolBox CS; to repair vendor links after converting client data from another software product other than The Write-Up Solution II; to display details such as file date and version number of each of the software components of your CSA software; or to complete some other data-related tasks if requested to do so by CS support staff during troubleshooting procedures.
To view detail about the buttons in the Miscellaneous tab of the Help > Repair dialog, click the links in the Fields & buttons section below.
From the CSA main window, choose Help > Repair. In the Repair dialog, click the Miscellaneous tab.
Note: Depending on your security configuration, to open the Repair dialog you may be required to enter the master password.
See also: Repair [Help menu]
Fields & buttons
Populates other CS Professional Suite applications currently licensed and installed on your computer with a list of your CSA clients. If you are a licensed user of FileCabinet CS, Practice CS, or ToolBox CS, click the appropriate button within the Populate CS Applications group box to begin the process.
Notes
- For Practice CS, this process creates an XML file and places it in a subfolder of the Practice CS data folder specified in the CSA Setup > User Preferences dialog (typically, C:\WINCSI\Practice CS Data\). The file will be imported into Practice CS to populate the Clients list automatically the next time that program is opened. (The Practice CS button in this section is accessible only if you have previously specified the appropriate data location on the File Locations tab of the Setup > User Preferences dialog.)
- For ToolBox CS, this process creates an export file called CSA2TB.XML within the data folder you specify (typically, C:\WINCSI\ToolBox CSData); you can then import the XML file into ToolBox CS. For additional information, open the help browser in Toolbox CS, click the Search button, and search on Importing a client list.
Displays file details such as file date and version number of each of the software components of your CSA software.
Enables you to compact the CSA global database if instructed to do so when requesting troubleshooting assistance from CS Support.
After converting client data from another software product other than The Write-Up Solution II (WS2 for DOS), you may need to repair vendor links.
The Client > Repair Vendor Links button updates the year-to-date and 1099 amounts for vendors based on the vendor name existing in the GL transaction description. This command should be used for each client that has been converted from another software system other than WS2). Note that it only needs to be run once for each such converted client.
Changes the upper > lower case of text descriptions checkbook names, payroll items, or departments for the active client to match the case of an equivalent description.
A diagnostic message lists any case discrepancies that have been detected and changed and also lists any global payroll items in the client database that are not in the global data and that need to be added.
Enables you to compact your CSA client list file.
CREATIVE SOLUTIONS ACCOUNTING
