Wrap Up Warning

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

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).

Fields & buttons

Workpaper Diagnostic Report

Related topics

Send Documents [Tasks menu]

Creating transfer files

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