Important reminder!
Product support for Engagement CS is ending on September 30, 2020. See Engagement CS license expiration 2020 - frequently asked questions for more information.
Licenses for Payroll CS, Trial Balance CS, and Write-Up CS permanently expired on March 1, 2017.
Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of Creative Solutions Accounting.
Potential error messages when opening an Excel workpaper that is linked to the Trial Balance:
- A problem occurred (00000000): Description: Unable to set the install property of the AddIn class. The Excel document could not be updated for the engagement.
- A problem occurred (00000000): Description: Add method of AddIns class failed. The Excel document could not be updated for the engagement.
- Upon opening the Excel workpaper the amounts linked to the Trial Balance may show as #Value.
To fix these errors:
The file location of the CSA add-in may need to be listed as a Trusted Location within MS Office 2010 or higher:
For Office 2010 and higher:
- Click File > Options
- Click Trust Center > Trust Center Settings > Trusted Locations
- Click Add new location
- Click Browse
- Navigate to and select C:\Program Files\Common Files\Creative Solutions\ file location for a 32 bit machine or C:\Program Files (x86)\Common Files\Creative Solutions\ for a 64 bit machine.
- Mark the checkbox next to the option "Subfolders of this location are also trusted".
- (optional) Provide a description of the location.
- Click OK.
- Repeat this process in both MS Word and MS Excel.
The CSA add-in may be disabled:
If you run the application in the Virtual Office CS or SaaS environment, be sure to try this step as well:
If the CSAaddins checkbox is not marked, click the mark it and then click OK. Close the Excel document and then re-open it. You should no longer see the error message
- Open the workpaper in Excel and choose File > Options.
- In the Excel Options dialog, choose Add-Ins.
- At the bottom of the Add-Ins dialog, select Excel Add-ins from the Manage drop-down list and click Go....
- Verify that the "Csaaddin" checkbox is marked.
If the CSA add-in does not appear in the list of Add-Ins, then do the following to enable the CSAaddin:
- Open the workpaper in Excel and choose File > Options.
- In the Excel Options dialog choose Add-Ins.
- At the bottom of the Add-Ins dialog, select Disabled Items from the Manage drop-down list and click Go....
- If the Csaaddin appears choose Enable.
- Click Close to save the changes.
If you run CSA in the Virtual Office CS or SaaS environment and attempted to enable the add-in but were not successful, email Support at cs.support@tr.com and include your firm ID in your email.
Run the Desktop Setup on each workstation
- Close all open programs. You will want to reboot your workstation after running the desktop setup.
- From the Windows taskbar, click the Start button and in the search program and files field type X:\folder\WINCSI\CSA\Desktop and search (where X and folder represent the server location where you installed Creative Solutions Accounting).
- Right-click on the Setup.exe file located in the Desktop folder and choose Run as administrator to install.
Note: If you installed Creative Solutions Accounting to X:\WinApps\WINCSI\, you would need to enter X:\WinApps\WINCSI\CSA\Desktop. If your WINCSI folder is on the root of the X drive and not nested in another folder(s), you would enter X:\WINCSI\CSA\Desktop.
For staff that need run the program from their laptop when not connected to the network, they will run a laptop setup.
Click HERE for additional information on Laptop Setups.
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