Engagement wrap-up

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

The final retrieval, organization, and cleanup of engagement files are important elements in the final phase of wrapping up an engagement. With the use of the Wrap Up wizard, Engagement CS enables you to secure all the appropriate documents, workpapers, and checklists in the master engagement prior to performing the Roll Forward process.

Return to Working in Engagement CS: Overview

Related topic: Wrap Up [Tasks menu]

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