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Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

After you have completed updates in the engagement from the Local Client Data (LCD), you can choose to send selected engagement documents to another staff member working in the LCD or send the whole engagement back to the Master Client Data (MCD) via a transfer file.

Buttons

• Master Client Data button. Creates a transfer file that can be received back into the MCD by the staff in charge.

  Note: When all available documents and the Trial Balance are selected to send back to the MCD, the Local Client Data (LCD) client will be deleted from the current data folder.

• Staff member button. Creates a transfer file that comprises a few documents that can be received by another staff member working in the field.
• Cancel Send Process button. Returns to the engagement workspace without creating a transfer file.

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