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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Use the Reconnect feature in Engagement CS to reconnect Word or Excel workpapers and PDFs with the Trial Balance CS client data in Engagement CS. You can place the updated workpapers or PDFs on a network location and > or copy them from removable media. This enables Engagement CS users to share workpapers and PDFs with clients, with a client's vendors, and with other staff members who do not have the program installed. These items can be edited, formatted, and signed by non-Engagement CS users, and returned to you to be reconnected and updated in the engagement at a later time.

Choose Tasks > Reconnect.

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Related topics

Disconnect to Email Recipient

Disconnect to File

Select Documents to Disconnect

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