Process Unfiled Workpapers [File menu]

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

You can use the Engagement CS print driver available from the Print dialog in an external application like Microsoft Word or Excel to store images of workpapers directly in an existing engagement.

Choose File > Process Unfiled Workpapers to open the Process Unfiled Workpapers wizard.

The workpaper is immediately processed in the specific engagement that it was sent to when it is opened in Engagement CS and stored in the {Not yet filed} folder until you file it in another folder within the engagement.

Note: When you have the appropriate license and have PPC's SMART Practice Aids installed, you can send audit documents directly to the engagement via the {Not yet filed} folder.

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