Setting up user preferences for an engagement

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Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

  1. With Engagement CS open, choose Setup > User Preferences.
  2. On the Engagement CS tab of the Engagement CS User Preferences Properties dialog, mark or unmark each of the options to suit your needs for all engagements.

    Note: The settings in this dialog are global settings for all engagements (not engagement-specific). For a network installation, each workstation can have its own individual settings.

  3. Click the File Locations tab to enter a path for the Office Master Client Data and the Field Master Client Data.
  4. Click OK to save the settings that you have selected, and close the Engagement CS User Preferences Properties dialog.

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