Warning
Product support for the ended on September 30, 2020.
- Write Up CS
- Payroll CS
- Engagement CS
- Client Bookkeeping Solution
- Financial Analysis CS
Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.
Use the Insert Multiple Formula dialog in Engagement CS to create and insert multiple formulas into a workpaper. You can select from a number of variables in the Insert Multiple Formula dialog to create a formula or multiple formulas that are linked directly to the CSA client data.
Choose Insert Multiple Formulas from the Engagement CS pull-down menu, or click the Insert Multiple Formulas 
button on the toolbar.
If you select an individual cell (rather than an entire row), you must define a valid formula for that cell along with a default period indicator and amount type, otherwise no actual data will print on the statement.
See also: New Engagement wizard
Fields & buttons
From the drop-down list, select one of the variable options to insert into the workpaper:
- Account Classifications
- Leadsheet Schedule
- Grouping Schedule (1-5)
- Accounts
- Account Groups
- Text
- Date
- Additional Amounts
- Workpaper Properties
From the drop-down list, select a variable name (changes based on the Variable Type that is selected) that will be inserted into the workpaper field.
From the drop-down list, select the account/grouping code, account/grouping description or the amount type to be inserted into the selected cell(s) of the workpaper. This field is available only when used with accounts and/or grouping codes.
From the drop-down list, select the basis type to use in the selected cell of the workpaper. You may choose Adjusted, Unadjusted, Tax, Report (default), Other, or Budget. In addition, you can insert the following Journal Entry amounts into a cell:
- Unadjusted
- Adjusted
- Report
- Tax
- Other
- Budget
- Adj Budget
- Adjusted JE
- Reclassifying JE
- Other JE
- Tax Adj JE
- Potential JE
- Budget JE
From the drop-down list, choose the period for the amounts that you would like to appear in the cell. You may choose Year to Date, Current Period, Cumulative and Beginning Balance amounts for the current, future, or preceding years. Typically, you would assign the cell period to an entire column, and then change only those cells that require different properties.
If the current engagement client has Locations and > or Departments set up, specify the location and > or department to display amounts for by selecting one from the drop-down list. Only the amounts for the specified Location and > or Department will appear in the selected cell(s).
After highlighting an item, click the Operator to include next in the formula.
CREATIVE SOLUTIONS ACCOUNTING
