Unable to set the install property of the Add-In class. The Excel document could not be updated for the engagement

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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. CSA will not include 2017 tax rates or payroll forms, so, for 2017 and beyond, you will need to process payroll in another application. We recommend Accounting CS Payroll and myPay Solutions. For more information, see the following topics.

Potential error messages when opening an Excel workpaper that is linked to the Trial Balance:

To fix these errors:

The file location of the CSA add-in may need to be listed as a Trusted Location within MS Office 2007 or higher:

For Office 2007:

  1. Click the Microsoft Office Button and then click Excel Options (or Word Options if performing task in MS Word).
  2. Click Trust Center, click Trust Center Settings, and then click Trusted Locations.
  3. Click Add new location.
  4. 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.
  5. Mark the checkbox next to the option "Subfolders of this location are also trusted".
  6. (optional) Provide a description of the location.
  7. Click OK.

For Office 2010 and higher:

  1. Click File > Options
  2. Click Trust Center > Trust Center Settings > Trusted Locations
  3. Click Add new location
  4. Click Browse
  5. 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.
  6. Mark the checkbox next to the option "Subfolders of this location are also trusted".
  7. (optional) Provide a description of the location.
  8. Click OK.
  9. 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

If the CSA add-in does not appear in the list of Add-Ins, then do the following to enable the CSAaddin:

If you run CSA in the Virtual Office CS or SaaS environment and attempted to enable the add-in but were not successful, contact CS Support at 800.968.0600 and follow the prompts for additional assistance.

Run the Desktop Setup on each workstation

  1. Close all open programs.  You will want to reboot your workstation after running the desktop setup.
  2. 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). 
  3. 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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