CREATIVE SOLUTIONS ACCOUNTING- Alerts and notices
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Internal Employees
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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.
Use the Scan tab of the New Document dialog to insert a scanned image directly into an engagement as a Word document or PDF, without having to scan the image and save it on the local or network drive before inserting it into the engagement.
Choose File > New > Document and click the Scan tab to set up scanning options.
- Click the Scanner button to open the Select Source dialog and select the scanner to use.
- Click the desired option (to scan a single page, to scan multiple pages into one file, or to scan multiple pages into separate files) and then click the Continue button to open the scanner software dialog.
Note: For specifics about the operation of your scanner, please refer to the user manual.
- Once you have scanned the image, you can assign a document name and workpaper reference in the Document Properties dialog.
- You can scan multiple pages either individually or by using an automatic feed device when you click the Scan multiple pages into a single file option or the Scan multiple pages into separate files option. For details, see Scanning images and inserting them in Engagement CS.
- All scanned images are inserted into a Word document or PDF, which is then inserted into the engagement. The scanned images appear in the tree view with a Word document icon.
- You can insert a scanned image directly into an engagement as a Word document or PDF without having to scan the image and save it on the local or network drive before inserting it into the engagement.
Fields & buttons
Scan multiple pages into a single file
Scan multiple pages into separate files