Working in Engagement CS, overview

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Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

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Engagement CS

This diagram provides an overview of the processes involved in creating, organizing, reviewing, and completing an engagement using Engagement CS in CSA. Click any portion of the diagram to see more detailed information.

Set up group & staff privileges Client setup steps PPC's practice aids New Engagement Wizard Existing engagement Send transfer file to LCD Receive transfer file from MCD Sync field data with master Create and organize workpapers Unsigned program steps and Notes reports Review workpapers Receive transfer file from LCD Send transfer file to MCD Wrap-up procedures Store engagement in FileCabinet CS or GoFileRoom Roll Forward Archive

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