Transfer File Destination dialog

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

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.

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