Insert Engagement Document - Custom Workpaper > Accounts Grid

Show expandable text

Warning

Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

On this page of the Create Workpaper wizard you can mark the appropriate checkbox(es) to select the individual account(s) you want to display on your workpaper based on how the client's Chart of Accounts is set up in CSA.

The accounts shown on this page of the Create Workpaper wizard have already been defined for the client in CSA.

Fields & buttons

Related topics

Creating the Chart of Accounts for a Trial Balance CS client

Entering GL account information

Setting up a Chart of Accounts for a Write-Up CS or Trial Balance CS client

Was this article helpful?

Thank you for the feedback!