Microsoft Office Guidelines for CS Professional Suite

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See also: CS Professional Suite System Requirements

The CS Professional Suite of applications integrates with several Microsoft Office applications, including Excel, Outlook, PowerPoint, and Word. This topic lists the supported versions of Microsoft Office and includes some general recommendations for CS Professional Suite integration.

Supported versions of Microsoft Office

See the tables below for the supported versions of Microsoft Office that integrate with the CS Professional Suite.

Your firm may consider upgrading your version of Microsoft Office. Most accounting firms use a variety of software from different vendors, so you should consider how any changes in your environment may impact other software in your office. We recommend that you consult a qualified IT professional before you make decisions about purchasing and deploying a different version of Microsoft Office.

Note: Microsoft offers a 64-bit edition of Office (in addition to the standard 32-bit edition) as of the 2010 version.  However, the 32-bit version of Microsoft Office is the only version supported for CS Professional Suite applications. Microsoft universally recommends the 32-bit version over the 64-bit Office whenever possible, due to known compatibility issues with third-party add-ins.  

For more information regarding Microsoft's recommendation for Office 32-bit, see 64-bit editions of Office 2013External link(What's this?)

This icon appears alongside links to resources that are not developed or maintained by Thomson Reuters. We provide access to these resources for your convenience, but we are not responsible for their accuracy. If you need additional assistance, please consult your qualified technician and/or the vendor who developed the resource.
Version Office 2007 Office 2010 Office 2013 Office 2016
32-bit Supported Supported Supported Supported
64-bit N/A Not Supported Not Supported Not Supported

Office 365

Office 365 is Microsoft's cloud-based platform that enables you to run Office applications via the web. However, if you run Office 365 via the web, locally-installed CS Professional Suite applications are unable to communicate and integrate with the online Office applications.

The following table lists the versions of Office 365 that can be installed locally. This is currently the only option that enables integration and data sharing between Office 365 and CS Professional Suite applications.

Version Office 365 Home Office 365 Business Essentials Office 365 Business Office 365 Business Premium Office 365 ProPlus Office 365 Enterprise E1 Office 365 Enterprise E3 / E4 / E5
Cloud version Not Supported Not Supported Not Supported Not Supported Not Supported Not Supported Not Supported
Local installation Supported Not Available Supported Supported Supported Not Available Supported

To learn how to install Office 365 locally, please see Microsoft's Download and install Office using Office 365 topic. External link

Checking Office versions

To check which version Office you have installed, see the following Microsoft topics.

Considerations for integration between Office and CS Professional Suite

The following is a list of general recommendations to ensure smooth integration between Microsoft Office and CS Professional Suite applications.

Virtual Office and Software as a Service Users

For Virtual Office and Software as a Service (SaaS) users, please be aware that locally-installed Microsoft Office does not integrate with CS Professional Suite applications running through Virtual Office and SaaS. To utilize the integration, you must run Microsoft Office through Virtual Office and SaaS as well, which offers Microsoft Office 2016. However, Microsoft Office documents that are saved locally may be opened or exported to Virtual Office and SaaS.

Run as Administrator

We recommend that you run both the CS Professional Suite applications and the Microsoft Office applications as an administrator. Running both applications at the same privilege level will enable the CS Professional Suite and Microsoft Office applications to communicate with one another and will help ensure that data and functionality are shared effectively. Running CS applications as an administrator is one of the best practices for the CS Professional Suite as well; see Permissions Guidelines for CS Professional Suite for details.

Email

CS Professional Suite applications can send email messages via your default email application, as defined by your Windows operating system. To integrate with the CS Professional Suite, your default email application must be MAPI-compliant (Messaging Application Programming Interface). Microsoft Outlook is the most common example of a MAPI-compliant email application.

Notes

  • Simple MAPI email clients (such as Outlook Express or Windows Mail) are no longer supported on Windows 7 and Windows Server 2008 R2 or higher.
  • Since the email application, not the CS Professional Suite applications, ultimately delivers the email, you may need to open your email application and keep the application running to send emails generated from CS Professional Suite applications.
  • To see if your email application is compatible with CS Professional Suite applications, see Determining MAPI-Compliant Email Client for CS Professional Suite.
  • Any restrictions on attachment file size or other policies applicable to sent mail in your environment may interfere with the ability of CS Professional Suite applications to send email via the email application.

Spreadsheets

Several CS Professional Suite applications let you to export and import spreadsheets to and from Microsoft Excel. Depending on the application or the action, there may be specific requirements or formats for the import or export functionality to work properly.

Add-ins

Third-party add-ins for Microsoft Office applications may interfere with CS Professional Suite add-ins for Microsoft Office or with the CS Professional Suite application itself. To determine if an add-in conflict exists, try running Microsoft Office in safe mode with all non-Thomson-Reuters add-ins disabled. To learn how to run Office applications in safe mode, see Use a Microsoft Office program in User-Initiated Safe Mode. External link

Any of the following behaviors could indicate an add-in conflict.

Hidden data and personal information in Office documents: The presence of hidden data and personal information within Office documents may cause irregular behavior when integrating with CS Professional Suite applications. To learn more about hidden data and personal information within Office documents and how it can be removed, see Remove hidden data and personal information from Office documents. External link

Internet Explorer

CS Professional Suite and Microsoft Office applications will use Internet Explorer for common tasks. The version, active add-ins, and settings of Internet Explorer may affect the functionality, behavior, and integration of those applications. If you suspect that Internet Explorer may be affecting integration issues, please consult your qualified IT professional to troubleshoot Internet Explorer.

Related topic

Library of Systems Content for CS Professional Suite

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