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Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

There are two options available on the Create page of the Create Workpaper wizard when adding existing workpapers created in Excel that are external to the current engagement:

• Linked to the CSA Trial Balance. This option will maintain the Excel format and will link the workpaper to the client's CSA Trial Balance data.
• Not Linked to the CSA Trial Balance. This option retains the existing template or add-in application functionality and the current Excel format but will not link the workpaper with the CSA client's Trial Balance data.

See also: New Engagement Document - Create

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