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Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

Engagement CS integrates with Microsoft Excel and Word to allow you to edit and create workpapers that are linked to the CSA trial balance information.

Changes to Journal Entries, Chart of Accounts or updates in the Trial Balance Grid can still be made when Microsoft Excel or Word workpapers (that are launched from Engagement CS) are still open. Be sure to refresh the workpapers as soon as the open dialog is closed to reflect any changes.

To refresh the workpaper with the CSA client database changes, click the Recalculate button in the Engagement CS toolbar or Engagement CS pull-down menu (available in Microsoft Excel or Word when the workpaper is launched from the application).

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