Using the Engagement CS toolbar in Excel

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Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

The Engagement CS Variable toolbar appears below the main Excel toolbar(s) when Excel is launched from Engagement CS. With this toolbar you can create CSA formulas that link directly to the CSA client data for which you are creating the workpaper.

Click the button to the right of each variable field on the Engagement CS Variable toolbar to open the associated drop-down menus.

Fields & buttons

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