PPC Engagement Manager [Utilities menu, Data Conversion]

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Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

The objective of the PPC Engagement Manager conversion utility is to provide a comprehensive conversion of your data from Engagement Manager to Engagement CS in CSA.

From the Engagement CS workspace, choose Utilities > Data Conversion > Engagement Manager.

See also: PPC's Engagement Manager to Engagement CS Conversion Guide(PDF)

Special information

To complete the conversion and make this option available in Engagement CS (ungrayed in the Tasks menu), be sure to install the CS conversion utilities from the CS Conversions CD.

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