Opening Excel worksheets in Engagement CS

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Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

You can open Microsoft Excel directly in Engagement CS to give you the functionality of Excel from within the Engagement CS workspace. The Engagement CS workspace also provides additional menu options and toolbars that are specific to the application.

Follow these steps to open an Excel workpaper from within Engagement CS.

  1. Select an Excel-based workpaper from the Tree View window in Engagement CS.
  2. Right-click to open the context menu and choose Open to launch the Excel application within Engagement CS.

Note: The Excel worksheet that you choose must be assigned to your staff ID in order for you to open it in Engagement CS.

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