Wrap Up Warning

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Warning

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Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

Before beginning the wrap up process, the application verifies that all workpapers have been received back into the engagement. This warning dialog opens when there are workpapers that have not yet been received back into the Master Client Data (MCD).

  • Staff members can view a list of workpapers that are still checked out by clicking the Workpaper Diagnostic Report button.
  • For details on receiving transfer files, see Receive Documents [Tasks menu].

Fields & buttons

Workpaper Diagnostic Report

Related topics

Send Documents [Tasks menu]

Creating transfer files

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