New Engagement Document > Scan tab

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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.

Use the Scan tab of the New Document dialog to insert a scanned image directly into an engagement as a Word document or PDF, without having to scan the image and save it on the local or network drive before inserting it into the engagement.

Choose File > New > Document and click the Scan tab to set up scanning options.

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Inserting a new engagement document

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