Warning
Product support for the ended on September 30, 2020.
- Write Up CS
- Payroll CS
- Engagement CS
- Client Bookkeeping Solution
- Financial Analysis CS
Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.
There are two methods for opening an Excel workpaper that has been created in Engagement CS:
Choose Open from the right-click context menu to open the Excel workpaper in the Document View window in the Engagement CS workspace.
Note: Opening the Excel workpaper within Engagement CS allows you to view other workpapers, notes and Journal Entries in the engagement without having to switch back to Engagement CS. Most of Excel functionality is available, but a few items, such as page setup and print preview, are not available.
Right click the Excel workpaper in the Tree View window in the Engagement CS workspace, and then choose Open in Excel to open the workpaper outside of Engagement CS - Opening the document outside of Engagement CS gives you complete Excel functionality.
Notes
- To take advantage of the CSA add-in capability in Excel, workpapers should only be opened through Engagement CS and not directly from within Excel.
- By default, double-clicking a workpaper will open the workpaper in the Engagement CS workspace. You can change the double click option to open workpapers outside of Engagement CS by choosing Setup > User Preferences and marking the Use double click to open workpaper outside of Engagement CS checkbox.