CREATIVE SOLUTIONS ACCOUNTING
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Product support for the Creative Solutions Accounting platform ended on September 30, 2020.
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Use the Tree View window in Engagement CS to organize the folders, documents and workpapers in the engagement.
Work for an engagement is assigned by the staff in charge who has the privileges to create transfer files to be assigned to staff members working in the field or at another workstation in the office.
Workflow in the field
Note: Staff members working in the field must have a workstation version of the Engagement CS application installed on their machines (laptop or PC) to Receive transfer files from the Master Client Data (MCD)
Engagement CS provides an efficient work cycle that flows from the Master Client Data (MCD) to the Local Client Data (LCD), between staff in the field, and then back to the MCD. Some of the following tasks that staff member(s) working in the field are responsible for are:
- Receiving transfer files from the MCD.
- Completing engagement work that is assigned, including signing off on all workpapers and documents, providing notes to the reviewer.
- Reassigning workpapers in the field and sending updated engagement data to other staff in the field via a transfer file.
- Providing a transfer file for receipt by the staff in charge of the MCD.
- Synchronizing engagement files when necessary.
Return to Working in Engagement CS: Overview
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