Administration > Firm tab > Transfer Configurable Files

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Important reminder!

Product support for Engagement CS is ending on September 30, 2020. See Engagement CS license expiration 2020 - frequently asked questions for more information.

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS permanently expired on March 1, 2017.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of Creative Solutions Accounting.

Use this dialog to copy customized items such as global transmittal letters and global financial statements from one data location to another. For example, multiple offices of the same firm that share an installation of CSA can copy items like customized fieldviews, check layouts, and payroll items from one office to all other offices.

Please note when transferring global data that the transfer process cannot create new folders on the fly. You will first need to create the necessary folders at the desired locations and then complete the transfer procedure.

See also: Administration > Firm tab

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