Synchronize > Send and Receive Files

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

When working in the field you can use the Send and Receive Files dialog to send engagement workpapers or documents and receive them from the Office Master Client Data Location or Field Master Client Data location. You can begin the synchronization process when these locations have been defined in the Setup > User Preferences dialog in Engagement CS.

Choose Tasks > Synchronize. The Synchronize dialog opens if the program cannot locate the appropriate Office Master Client Data or Field Master Client Data. Specify the location of the Office Master Client Data and click OK to open the Send and Receive Files dialog.

Fields & buttons

Related topics

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

Setting up user preferences for an engagement

Setup > User preferences

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