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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Staff in charge of the Master Client Data (MCD) or staff member(s) working in the field who have Engagement CS installed on their laptops or workstations connected to the local network can browse to the shared network folder or removable media where they can receive their assigned engagement files.

Choose Tasks > Receive Documents.

Special information

Fields & buttons

Related topics

Synchronizing with the Field Master Client Data or the Office Master Client Data

Send Documents [Task menu]

Procedures in Engagement CS

Reassigning a checked-out workpaper or document

Refreshing engagement documents

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