Trial license versions and limitations

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This topic provides details about the limitations associated with the trial version of Workpapers CS.

If you have not yet purchased Workpapers CS, a trial version is only available on Virtual Office CS. Contact your Sales representative for more information about a trial of Workpapers CS.

To see which license type is currently installed for Workpapers CS, choose Help > About.

General information

  • If you already have a paid license version of Workpapers CS installed and you want to evaluate a trial version of one or more Accounting CS services, you will need to install Accounting CS on a computer that does not have Workpapers CS installed (either locally or a network installation). Upon opening the trial version of Accounting CS, you are prompted to select the services to evaluate.
  • The trial version of an application will never overwrite any data from a fully licensed version of your applications.
  • You can apply the latest updates to the trial version of the application via CS Connect.
  • Any clients that you set up in a trial version will be available in the fully licensed version after you activate the license.
  • If you uninstall the trial version of an application, the transaction data that you entered in trial-licensed parts of the application will not be deleted, but you will not be able to access the screens associated with the functionality of those transactions.

Limitations

Workpapers CS

With a trial license:

  • You can convert client data from Creative Solutions Accounting (CSA), but those clients count toward the five-client limit.
  • You can import account balances from QuickBooks.
  • The application watermarks all reports with the word Trial.
  • You can print reports to a PDF file but not to any other file types.
  • You can add no more than five clients, including client templates.
  • You can add no more than four staff members.
  • You can add no more than two engagement binders for each client.
  • You cannot advance the period.
  • You cannot roll forward any engagements.
  • The Source Document Processing feature is not available.

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Internal only

Adding per request via feedback ticket 11616: Firms using a Trial VO license cannot set up VO Client Access.