Adding workpapers with existing Word templates or add-in applications

Show expandable text

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Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

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

  • Linked to the CSA Trial Balance. This option will maintain the Word 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 Word format but will not link the workpaper with the CSA client's Trial Balance data.

See also: New Document dialog

Was this article helpful?

Thank you for the feedback!