CSA Installation and Program Essentials - CS Professional Suite

CSA Installation and Program Essentials - CS Professional Suite
CS PROFESSIONAL SUITE ACCOUNTING PRODUCTS
Installation and Program
Essentials
version 2014.x.x
TL 28662
12/16/2014
Copyright Information
Text copyright 1998 – 2014 by Thomson Reuters. All rights reserved.
Video display images copyright 1998 – 2014 by Thomson Reuters. All rights reserved.
Thomson Reuters hereby grants licensees of CS Professional SuiteВ® software the right to reprint this document solely for their
internal use.
Trademark Information
The trademarks used herein are trademarks and registered trademarks used under license.
All other brand and product names mentioned in this guide are trademarks or registered trademarks of their respective holders.
.
Contents
Welcome .................................................................................................................... 1
About this guide .................................................................................................................. 1
Learning about the CSA applications .................................................................................. 2
Comprehensive help topics and PDF guides .................................................................. 2
CSA help topics ......................................................................................................... 2
Financial Analysis CS help topics .............................................................................. 2
Training and consulting services .................................................................................... 3
Annual Users’ Conference .............................................................................................. 3
Installing CSA and Downloading License Files .................................................... 5
System requirements .......................................................................................................... 5
Installing CSA...................................................................................................................... 5
Downloading and installing the CSA application files ..................................................... 6
Procedure .................................................................................................................. 6
Terminal server installation ........................................................................................ 7
Installing the license files ................................................................................................ 7
Downloading and applying the licenses via CS Connect ........................................... 7
Running the desktop setup (for a network installation only) ........................................... 8
Downloading application and license updates via CS Connect ........................................... 9
Installing trial licenses for other CSA applications ............................................................. 10
Engagement CS: Laptop and desktop installation (available with a network installation) . 10
Installing from the network ............................................................................................ 10
Next steps ......................................................................................................................... 11
Installing Financial Analysis CS ........................................................................... 13
Overview of the workstation/server application ................................................................. 13
Illustrations of installation options ................................................................................. 14
Standalone .............................................................................................................. 14
Single server ............................................................................................................ 15
Multiple servers (option 1) ....................................................................................... 16
Multiple servers (option 2) ....................................................................................... 17
Installing the application and license files ......................................................................... 17
CS Professional Suite Accounting Products Installation and Program Essentials
iii
Contents
Installing to a Microsoft network or workstation ............................................................ 17
Special notes about the installation process ............................................................ 17
Installation steps ...................................................................................................... 18
Running the desktop setup (for a network installation only) ......................................... 20
Installing the license file ................................................................................................ 21
Downloading and applying license and application updates for Financial Analysis CS..... 22
Trial license information .................................................................................................... 23
Viewing and Printing User Bulletins .................................................................... 25
Using the CSA Home Page .................................................................................... 27
Completing Some Initial Setup Tasks .................................................................. 29
Selecting firm and security settings ................................................................................... 29
Modifying the master password for CSA ...................................................................... 30
Specifying security settings for CSA users within your firm .......................................... 30
Selecting automatic backups to FileCabinet CS ........................................................... 30
Activating the data-sharing features for CS Professional Suite applications ................ 31
Setting up event tracking within CSA............................................................................ 31
Setting user preferences for each workstation .................................................................. 31
Specifying global setup information ................................................................................... 32
Opening one of the CSA sample clients ............................................................................ 32
Viewing information in the Client Properties dialog....................................................... 33
Getting Help ............................................................................................................ 35
Finding answers in the Help & How-To Center ................................................................. 35
Searching for information ............................................................................................. 35
Browsing topics by subject ........................................................................................... 36
Viewing an index of keywords ...................................................................................... 36
Viewing and printing CSA guides in PDF ..................................................................... 36
Reading frequently asked questions............................................................................. 36
Getting help from other resources ..................................................................................... 36
Accessing the CS website ............................................................................................ 37
Accessing the Support page of the CS website ............................................................ 37
Contacting CS Support ................................................................................................. 37
Training and consulting services .................................................................................. 37
The ARNE Community ................................................................................................. 37
Appendix A: Setting Up CS Connect .................................................................... 39
Learning about CS Connect .............................................................................................. 39
CS Connect features ......................................................................................................... 40
Equipment and other requirements ................................................................................... 40
Setup of the communication configuration ........................................................................ 41
Troubleshooting connection issues and error messages .................................................. 42
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CS Professional Suite Accounting Products Installation and Program Essentials
Contents
Appendix B: Keyboard Shortcuts ......................................................................... 43
CSA platform shortcut keys ............................................................................................... 43
Write-Up CS shortcut keys ................................................................................................ 44
Payroll CS shortcut keys ................................................................................................... 45
Trial Balance CS shortcut keys ......................................................................................... 46
Engagement CS shortcut keys .......................................................................................... 47
CS Professional Suite Accounting Products Installation and Program Essentials
v
Contents
vi
CS Professional Suite Accounting Products Installation and Program Essentials
Welcome
This guide provides complete details for installing Creative Solutions Accountingв„ў
(CSA) from the Download page on our website and for using CS Connectв„ў to
download and apply application updates as well as the licenses your firm has
purchased for your CSA applications.
Licensed users of CSA applications can enjoy the full benefits of using the broadest
line of seamlessly integrated applications and services available to practicing
accountants.
In addition, you can view a trial version of any CSA application for which your firm
is not fully licensed:

Write-Up CSВ®

Accountant’s Assistant,® an add-on module for Write-Up CS available with the
Client Bookkeeping SolutionВ® (CBS) Master License

Payroll CSВ®

Trial Balance CSВ®

Engagement CSВ®

Financial Analysis CSВ®
About this guide
The guide provides details on all of the following:

Installing and opening CSA, and using CS Connect to retrieve an initial or
updated license file.

Installing and opening Financial Analysis CS, and using CS Connect to retrieve
initial or updated licenses.

Using CS Connect to download and apply application updates.

Viewing and printing user bulletins.

Performing some initial setup tasks.
CS Professional Suite Accounting Products Installation and Program Essentials
1
Welcome

Using the comprehensive help.

Reviewing the keyboard shortcuts for CSA.
Learning about the CSA applications
This guide provides a very brief introduction to CSA navigation features. It also
describes how to use the help topics in our Help & How-To Center to learn about
the CSA applications, including details about setup, processing procedures,
reporting, and so on.
Comprehensive help topics and PDF guides
CSA help topics
The comprehensive help and knowledgebase topics in our Help & How-To Center
provide the primary documentation for learning about and using CSA (including
Write-Up CS, Payroll CS, Trial Balance CS, and Engagement CS). The help topics
include information about features, data-entry windows, and procedures, as well as
links to conversion guides and other special-topic guides, show-me videos, FAQs,
troubleshooting tips, and much more. You will need to have an active internet
connection to open the Help & How-To Center from the application. For details, see
the “Getting Help” section of this guide (page 35).
To review a list of some of the many features in the CSA applications, open
CSA, choose Help > Help & How-To, open the topic called Getting started with
Creative Solutions Accounting and click the links for your specific CSA
applications.
Many PDF guides are also available from our Help & How-To Center. You can
open the getting started guides and tutorials plus many other special-topic PDF
guides in AdobeВ® ReaderВ® version 7.0 or higher. From the CSA main window,
choose Help > Help & How-To and then enter PDF guides for the Creative
Solutions Accounting applications in the search field.
Financial Analysis CS help topics
The Financial Analysis CS help topics are installed with the application on your local
machine or network — or, if you run the application through the Virtual Office CS®
or Software as a Service (SaaS) environment, on our servers at the Thomson
Reuters data centers. Choose Financial Analysis CS Help Topics from the Help
menu or from the Resources portlet in the Firm Dashboard screen. In the Help
browser, click the Contents, Index, or Search button and then click a topic in the left
frame to open that topic in the right frame. In addition, you may press F1 from any
screen or dialog to open a help topic for that window or dialog.
Our Help & How-To Center offers quick access to topics from the CS Professional
Suite knowledgebase. Point your internet browser to cs.thomsonreuters.com/help/
and then click Finding Answers link for Financial Analysis CS. From that location,
you can find additional details such as procedures for completing tasks, tips for
increasing productivity or troubleshooting issues, alerts about timely issues, and
more.
2
CS Professional Suite Accounting Products Installation and Program Essentials
Welcome
Training and consulting services
We offer training courses and consulting services for the CSA and other
CS Professional Suite applications. For complete details, please visit the Training
section of our website at cs.thomsonreuters.com/training.
Annual Users’ Conference
Thomson Reuters hosts an annual conference. We offer workshops for users of
CS Professional Suite applications at all levels of experience. For details, visit our
website at cs.thomsonreuters.com.
CS Professional Suite Accounting Products Installation and Program Essentials
3
Welcome
4
CS Professional Suite Accounting Products Installation and Program Essentials
Installing CSA and Downloading
License Files
System requirements
For the latest system requirements information, please visit the System
Requirements page on our website at CS.ThomsonReuters.com.
Note that CS Professional Suite applications are designed for professional
production work. Our system requirements are based on the assumption that
professional accounting firms replace their computer hardware and operating
systems approximately every three years. While our software may operate on less
powerful hardware and operating systems, we do not believe it will perform at a
level suitable for production work in those environments. Of course, as processing
speed and RAM are increased, performance speeds will also improve. We
recommend business class computers, which generally offer higher levels of
performance than home models when running business applications.
Installing CSA
At a minimum, installing CSA involves two steps — (1) installing the application files
and (2) downloading the licenses. Options for completing these two phases of the
installation, along with additional steps required for network installations, are
outlined in the following procedures.
Important!

If you also need to install Financial Analysis CS, please complete the steps in
this chapter and then proceed to “Installing Financial Analysis CS” for additional
information.

To view drill-down information for financial statements in Write-Up CS or Trial
Balance CS, you will need to have one of the supported internet browsers
installed on your machine. For details, refer to the System Requirements page
on our website at CS.ThomsonReuters.com.
CS Professional Suite Accounting Products Installation and Program Essentials
5
Installing CSA and Downloading License Files

If your firm chooses to install CSA in a terminal server environment, be sure to
rely only on a qualified and certified terminal server professional to handle the
installation. For details to provide to your firm’s terminal server technician,
please refer to Terminal Server Best Practices for CS Professional Suite
Applications, which is a PDF guide accessible from our Help & How-To Center.
Downloading and installing the CSA application files
Perform the following procedure to install CSA on a network or on a standalone
workstation.
If you purchased a license for the network version and plan to install the CSA
application files on the network, you need to perform this procedure just once. You
should then install the license files on the network and perform a workstation
installation on all other computers that will access CSA.

Note: CSA supports UNC path names. For example, you could choose
\\SERVER\RESOURCE\WINCSI as the destination location. However, for
better performance from each workstation, we recommend mapping a drive
letter to a network path.
Procedure
1. Verify that you are logged in to your computer or server as an administrator.
2. Close all open applications, including background virus protection applications.
3. Open the Downloads page on our website at CS.ThomsonReuters.com and
follow the instructions to save the installation EXE file for CS Professional Suite
Accounting Products to your local drive. (If you do not have a Web Account, you
will be prompted to establish one when you attempt to download the
applications from our website.)
4. After the EXE file has been downloaded, right-click that EXE file and choose
Run as administrator to start the installation wizard.
5. The installation wizard displays the license agreement. If you accept the terms
of the agreement, click Yes to proceed with the installation process.
6. The installation wizard verifies that the system requirements are met and that all
required components are installed. The installation wizard will guide you
through installing required components, as necessary.
7. Follow the prompts that appear on screen. We recommend that you select each
of the default options that appear in these prompts. However, you may choose
the options that best suit your preferences.
6

During the installation, the Install sample client data checkbox is marked by
default, but you can choose to clear that checkbox.

If you are not licensed for Engagement CS, you can avoid installing the
module-specific print driver by clearing the Engagement CS Print Driver
checkbox.
CS Professional Suite Accounting Products Installation and Program Essentials
Installing CSA and Downloading License Files
Terminal server installation
If CSA is installed on a terminal server, it is necessary to make permission changes
that allow access to the CSA print driver. Each staff member must have
administrative rights to the WINNT\System32\Spool\Printers folder.
If you have selected an alternate spool folder, you will need to set the appropriate
administrative permissions for that folder. Administrative rights include:

Read and execute

List folder contents

Read / Create files / Write data
Installing the license files
After you install the application files, the next step is to install the licenses.
Downloading and applying the licenses via CS Connect
CS Connect is installed automatically during the installation of all of the
CS Professional Suite applications and provides a convenient and economical way
for you to download application and license updates — via active internet
connection.
Complete the following procedure to open CSA and use CS Connect to obtain and
install the licenses electronically.
1. Verify that you are logged in to your computer or server as an administrator.
icon that was added to your desktop when
2. Double-click the CSA shortcut
you installed the application files. (Or click Start on the Windows taskbar and
choose All Programs > CS Professional Suite > Creative Solutions Accounting.)
In most cases, CS Connect opens automatically and limits your activity to
downloading the licenses.
3. If no CS Professional Suite Accounting Products are currently licensed:

To download your firm’s purchased licenses, click the CS Connect button.

To install trial licenses for evaluation of the applications, click the Trial
Licenses button.
If you previously installed only trial licenses but have recently purchased
one or more CS Professional Suite Accounting Products applications,
choose Help > About CSA, and click the Download Licenses button.
4. Enter both your firm ID (found on your mailing label) and your mailing address
ZIP code, and then click Next.
5. If the Connect – Communications Setup dialog appears (as shown in the
following illustration), you need to verify or select the various communications
settings applicable to your system so that you can communicate with the
Thomson Reuters data center. For details, see “Appendix A: Setting Up CS
Connect” on page 39. When you have finished verifying your communications
settings, click OK.
CS Professional Suite Accounting Products Installation and Program Essentials
7
Installing CSA and Downloading License Files
6. In the CS Connect dialog, click the Call Now option in the upper-left corner and
then click the Call Now button. CS Connect logs in to the Thomson Reuters
data center and downloads your licenses.
7. Follow the remaining prompts to install the licenses.
At any future time, you can restart the process to obtain and install licenses via
CS Connect. To do so, choose Utilities > CS Connect, mark the Retrieve licenses
checkbox, and click the Call Now button.
Notes

If you downloaded and installed licenses for CSA, when you first open CSA you
are prompted to enter a master password. We recommend that the master
password be configured by your firm’s administrator and be provided only to
designated staff members.

A master password is required if you are a licensed user of Engagement CS or
if you want to restrict access to client data or global setup information for your
CSA modules. (If you want to change the master password at a later time, you
can do so from the Firm tab of the Setup > System Configuration >
Administration dialog in CSA.)
Running the desktop setup (for a network installation only)
If you purchased a network license for your CS Professional Suite applications and
installed CSA and the license files on a network for the first time, you must also run
the desktop setup on each workstation that will run CSA. The desktop setup
ensures that each workstation meets the minimum operating system requirements
and confirms that all required components are installed.
The desktop setup adds to each workstation’s desktop a shortcut to the single
network installation of CSA (on your firm’s server). This keeps all global files and
data in a single location on the server. We recommend that network users not
install CSA to their local workstations.
To run the desktop setup from each workstation, do the following.
1. Verify that you are logged in to your computer as an administrator.
2. Close all open applications, including background virus protection software.
3. Click Start on the Windows taskbar and choose Run.
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CS Professional Suite Accounting Products Installation and Program Essentials
Installing CSA and Downloading License Files
4. In the Run dialog, type h:\folder\WINCSI\CSA\Desktop\Setup (where h and
folder represent the server location where you installed both the application files
and the license files). For example, if you installed the application files and
license files in F:\WINAPPS\WINCSI, you would need to enter
F:\WINAPPS\WINCSI\CSA\Desktop\Setup in the Run dialog.
5. Click OK, and then respond to the prompts on the screen.
Engagement CS users: Also see the section of this guide entitled
“Engagement CS: Laptop and desktop installation (available with a network
installation)” that begins on page 10.
Note: If you need to uninstall the CSA desktop setup from a workstation, choose
Start > Settings > Control Panel > Programs and Features, highlight Creative
Solutions Accounting – Workstation, and then click the Uninstall/Change button on
the toolbar. (Be sure that you do not inadvertently uninstall the network version of
CSA, which is listed as “Creative Solutions Accounting” in the Programs and
Features screen.)
Downloading application and license updates via
CS Connect
CS Connect, which is installed automatically during the installation of CSA, enables
you to download both application updates and license updates.
We strongly recommend that you use CS Connect to retrieve available updates on
a regular basis. You can also sign up for an email subscription service that alerts
you to the availability of application updates. To sign up, visit the My Accounts
section of our website at CS.ThomsonReuters.com.
1. Verify that you are logged in to your computer as an administrator.
button on the
2. To open CS Connect from the CSA main window, click the
toolbar, or choose CS Connect from the File menu. If the Connect –
Communications Setup dialog appears, verify or select the various
communications settings applicable to your Windows system so that you can
communicate with the Thomson Reuters data center. (For details, see
Appendix A.)
3. To retrieve updated license information for any of your CSA applications
(including license information for any of your Client Bookkeeping Solution
clients), mark the Retrieve licenses checkbox in the CS Connect (CSA) dialog.
4. Mark the Retrieve available updates checkbox. (To retrieve Financial
Analysis CS updates, open CS Connect from the Firm Dashboard in that
application.)
5. Click the Call now option and then click the Call Now button. (Note that after
downloading an update, you can view the information in the user bulletin about
that update prior to applying it to your installation.)
CS Professional Suite Accounting Products Installation and Program Essentials
9
Installing CSA and Downloading License Files
Notes

For more information about using CS Connect, see Appendix A in this guide or
choose Help > Help & How-To and enter CS Connect in the search field.

For Engagement CS users: If you have a local installation of CSA in addition
to the network installation, you will also need to repeat the process of retrieving
available updates through CS Connect from that local or laptop installation.
Installing trial licenses for other CSA applications
To evaluate the features of other CSA applications for which you are not currently
licensed, you can install trial licenses.
1. Open the CSA main window and choose Help > About CSA.
2. Click the Trial Licenses button, mark the checkbox for each module of interest,
and then click the Done button to return to the About CSA dialog.
CSA will close briefly and then reopen so that you may begin your evaluation of the
application.
Note: You can remove the trial version of any CSA module by repeating the steps
above and clearing the checkbox for that module.
Engagement CS: Laptop and desktop installation (available
with a network installation)
If you are using the multi-user features available in Engagement CS to check out
documents for use on local computers or laptops, we recommend using the laptop
installation on your local computer or laptop. Using this method of installation will
copy all group privileges and staff members from the network installation to the local
computer or laptop.
Note: If you are not installing CSA to a single network location, you will need to
install CSA to each local computer or laptop separately.
Installing from the network
You can conveniently install CSA to your local drive from a network-licensed
version. Any global setup that has already been defined by the system administrator
when CSA was originally installed on the network is linked on the local level. These
global settings include such items as signoff types, group privileges, and staff setup
items. Use the following steps to complete the laptop and/or desktop installation
from a network location.
1. Verify that you are logged in to your computer as an administrator.
10
CS Professional Suite Accounting Products Installation and Program Essentials
Installing CSA and Downloading License Files
2. In Windows Explorer, navigate to the network location where CSA is installed
(for example, x:\APPS\WINCSI, where x represents the name of the network
drive).
3. Double-click SETUP.EXE in the Laptop subfolder of the network location (for
example, x:\APPS\WINCSI\CSA\Laptop). Follow the prompts to install the CSA
to your local drive (for example, to C:\WINCSI\CSA).
4. On the Shortcut Options page of the installation wizard, you can choose to set
up CSA laptop shortcuts that connect to the local installation of CSA on your
laptop while you are not connected to the network, and/or CSA shortcuts that
link to the network installation of CSA while you are connected to the network
and working with the network installation of CSA.
5. To force the installation of the Engagement CS print driver, mark the
Engagement CS Print Driver checkbox.
Note: After running the initial laptop setup, each time you download any application
updates via CS Connect, you will also need to use CS Connect to apply those
updates to both the network and laptop versions of CSA. After applying updates to
the network version, rerun the laptop installation to install those updates for the
laptop version.
Next steps
To install Financial Analysis CS, please proceed to the next chapter. Otherwise,
skip to “Viewing and Printing User Bulletins,” which starts on page 25.
CS Professional Suite Accounting Products Installation and Program Essentials
11
Installing CSA and Downloading License Files
12
CS Professional Suite Accounting Products Installation and Program Essentials
Installing Financial Analysis CS
Overview of the workstation/server application
Important! An active internet connection is required to download Financial
Analysis CS from our website, to utilize the Data Exchange module, and to integrate
with the Risk Management AssociationВ® (RMA) Annual Statement Studies
database. In addition, a supported version of Microsoft Internet Explorer is required
for viewing the Financial Analysis CS help topics.
Financial Analysis CS uses database technology and is built on the Microsoft .NET
platform. Data is accessed via an existing SQL Server or through an instance of
Microsoft SQL Server 2005 Express created during the installation process.
Financial Analysis CS employs a three-tier architecture: (1) the data; (2) the server
application; and (3) the workstation application.

The data can reside on a computer with Microsoft SQL Server 2005 Express or
SQL Server. The location you choose for the Microsoft SQL Server 2005
Express or SQL Server during installation is where your data will be located.
Note that Microsoft SQL Server 2005 Express runs as a service on the machine
where it is installed and is not required if SQL Server is installed.

The server application resides on the computer to which you install Financial
Analysis CS and from which the workstation users will access the desktop
setup files. This is also where license information and the main application files
are stored. This computer does not have to be the same computer on which
your data is stored.

The workstation application connects to the server application and to the data.
Running the desktop setup (as described on page 20) installs the Financial
Analysis CS workstation application.
The installation options are depicted in the four illustrations on the following pages.
CS Professional Suite Accounting Products Installation and Program Essentials
13
Installing Financial Analysis CS
Notes

The computer on which the server application is installed must be turned on for
the application files to be available to workstation users.

The computer on which the data is located (the Microsoft SQL Server 2005
Express or SQL Server) must be turned on for workstation users to access the
data.

Financial Analysis CS does not support multiple data locations. The data can be
accessed or shared only from a single location. However, Financial Analysis CS
can point to a different CSA data location for data retrieval and updates when
integrating with CSA.
Illustrations of installation options
The four illustrations in this section depict the installation options for Financial
Analysis CS — the standalone option, the single-server option, and two options for
a multiple-server installation.
Standalone
14
CS Professional Suite Accounting Products Installation and Program Essentials
Installing Financial Analysis CS
Single server
CS Professional Suite Accounting Products Installation and Program Essentials
15
Installing Financial Analysis CS
Multiple servers (option 1)
16
CS Professional Suite Accounting Products Installation and Program Essentials
Installing Financial Analysis CS
Multiple servers (option 2)
Installing the application and license files
At a minimum, installing Financial Analysis CS involves two steps — (1) installing
the application files and (2) installing the license file. Options for completing these
two phases of the installation, along with additional steps required for network
installations, are outlined in the following procedures.
Important! If you want to install the Microsoft server components on a network
server, to complete the installation successfully you must be logged on to the server
directly (not remotely).
Installing to a Microsoft network or workstation
Special notes about the installation process
Financial Analysis CS must be installed from a Microsoft Windows-supported server
or standalone workstation. When installing the application, you can choose to use
CS Professional Suite Accounting Products Installation and Program Essentials
17
Installing Financial Analysis CS
an existing Microsoft SQL Server installation to associate with the Financial
Analysis CS database, or you can install the Financial Analysis CS database and
Microsoft SQL Server 2005 Express to the same workstation or server on which the
installation is running. If you installed the licenses and the application files on a
network, you must also run the desktop setup on each workstation (as described on
page 20).

Because the installation process may require that you restart the server, prior to
beginning the installation be sure that all users have logged off the server.

The installation wizard first looks for four components that must be installed in
order for Financial Analysis CS to function: Microsoft .NET Framework,
Microsoft Data Access Components (MDAC), Windows Installer 3.1, and
Microsoft SQL Server 2005 Express. If any of these elements are missing or if
the versions installed are different from those that Financial Analysis CS
requires, the installation wizard prompts you to install them.

If you are installing to a computer that already has Microsoft SQL Server
installed, you may clear the checkbox for Microsoft SQL Server 2005 Express in
the Installation Requirements dialog.

All four components listed in the Installation Requirements dialog must be
installed on the server (for a network installation) or your computer (for a
standalone workstation installation), and Microsoft SQL Server must be running
for you to be able to open Financial Analysis CS after the installation has been
completed. However, if your firm has SQL Server, you should not install
Microsoft SQL Server 2005 Express.
Installation steps
Perform the installation procedure to install the Financial Analysis CS application
files to a network or to a standalone workstation.
If you purchased a license for the network version and install the application files on
the network, you need to perform this procedure just once. You should then perform
the workstation installation (desktop setup) on all other computers that will access
the application as described on page 20.
Note: If installing Financial Analysis CS on a network, please note that the
installation process requires the network to be restarted, so be sure that your
network administrator selects a time to install when all other users have logged off
of the network.
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CS Professional Suite Accounting Products Installation and Program Essentials
Installing Financial Analysis CS
1. Verify that you are logged in to your computer as an administrator.
2. Close all open applications, including background virus protection applications.
3. Visit the Downloads page of our website at CS.ThomsonReuters.com and
follow the instructions to save the installation EXE file for Financial Analysis CS
to your local drive. After the EXE file has been downloaded, right-click the EXE
file and choose Run as administrator to start the installation wizard.
4. Follow the prompts that appear on the screen. We recommend that you select
each of the default options that appear in these prompts. However, you may
choose the options that best suit your preferences.
5. You may be prompted to restart your computer following the first part of the
installation. After the restart, the installation will proceed with the next step
automatically.
Note: If you choose not to install Microsoft SQL Server 2005 Express, the
installation wizard will prompt you to specify a SQL Server. Enter the SQL
Server name to install to and the Database Authentication mode to use. If you
choose SQL authentication, you must specify the SQL User Name and SQL
Password.
6. After the installation wizard has verified that the correct versions of all the
required components are present, it opens the Financial Analysis CS
installation wizard. Click the Next button.
7. The installation wizard prompts you to indicate where you want to install the
application files. The default location is c:\Wincsi\Financial Analysis CS.
The application files can be installed to a different server or workstation, but the
final destination must be a folder called \Wincsi\Financial Analysis CS. (If you
install Financial Analysis CS to other locations, you will need to use
CS Connect from each installation to download and apply the licenses.)
8. After you have verified the destination path, click the Next button to begin the
installation.
CS Professional Suite Accounting Products Installation and Program Essentials
19
Installing Financial Analysis CS
9. When the installation is complete, click Finish.
Running the desktop setup (for a network installation only)
If you installed the application files and the license file on a network, you must also
run the desktop setup on each workstation that will be accessing Financial
Analysis CS. Completing the desktop setup is necessary to create the shortcut to
the single network installation of Financial Analysis CS (on your firm’s server). To
keep all global files and data in a single location on the server, network users
should not install the full application to each of the local workstations.
1. Verify that you are logged in to your computer as an administrator.
2. Close all open applications, including background virus protection applications.
3. On the Windows taskbar, choose Start > Run.
4. In the Run dialog, enter h:\path\DesktopSetup.exe (where h represents the
mapped drive letter for the network path to the server on which you installed
both the application files and the license information, and path represents the
path to your Financial Analysis CS folder). For example, if you installed the
license information and application files to F:\WINAPPS\WINCSI, you would
need to enter F:\WINAPPS\WINCSI\Financial Analysis CS\DesktopSetup.exe in
the Run dialog.
Notes

Financial Analysis CS supports UNC path names. For example, you could
enter \\SERVER\RESOURCE\WINCSI\Financial Analysis CS in the Run
dialog. However, for better performance from each workstation, we
recommend mapping a drive letter to a network path.

If you need to uninstall the Financial Analysis CS desktop setup from a
workstation, choose Start > Settings > Control Panel > Programs and
Features, highlight Financial Analysis CS – Workstation, and then click the
Uninstall/Change button on the toolbar. Note that when both the network
and the desktop setup versions of the application are run on the same
machine, Financial Analysis CS – Workstation and Financial Analysis CS
(network version) appear in the Programs and Features screen. In this
case, be sure to remove Financial Analysis CS – Workstation and not the
network installation of the application.
5. Click OK. The installation wizard checks to see if the Microsoft .NET Framework
and MDAC are installed. If either of these components is needed, the
installation wizard prompts you to install it.
6. Click the Install button to continue.

If necessary, the installation wizard will install MDAC. After MDAC has been
installed, you will be prompted to restart your computer.

If necessary, the installation wizard will install the Microsoft .NET
Framework.
7. At the notification prompt saying that the Financial Analysis CS workstation
setup has been successfully completed, click OK.
20
CS Professional Suite Accounting Products Installation and Program Essentials
Installing Financial Analysis CS
Installing the license file
After you install the application files, the next step is to install the license for
Financial Analysis CS. Complete the following procedure to open Financial
Analysis CS and use CS Connect to obtain and apply the Financial Analysis CS
license electronically.
Initial license download
icon that was added to
1. Double-click the Financial Analysis CS shortcut
your desktop when you installed the application files. (Or click Start on the
Windows taskbar and choose All Programs > CS Professional Suite > Financial
Analysis CS.)
The first time you start the Financial Analysis CS, it will take a few moments to
build the database. When the application opens, the Firm Dashboard appears.
2. If you have previously installed only trial licenses for any of the CS Professional
Suite Accounting Products, choose Help > About Financial Analysis CS, and
click the Download Licenses button.
3. At the prompt, enter both your firm ID (found on your mailing label) and your
mailing address ZIP code, and then click Next.
4. If the Connect – Communications Setup dialog appears (as shown in the
following illustration), you need to verify or select the various communications
settings applicable to your computer system so that you can communicate with
the Thomson Reuters data center. The connection you choose must support
TCP/IP and have access to the internet.
CS Professional Suite Accounting Products Installation and Program Essentials
21
Installing Financial Analysis CS
Note: For help on using the Connect – Communications Setup dialog, press F1
or CTRL+F1 from that dialog.
5. Click OK to close the dialog.
6. Mark the Call Now option and then click OK. CS Connect logs in to the
Thomson Reuters data center and downloads your licenses.
7. Follow the remaining prompts to install the licenses.
Note: At any future time, you can obtain and install updated licenses for Financial
Analysis CS via CS Connect. To do so, choose File > CS Connect, mark the
Retrieve licenses checkbox, and click OK.
Downloading and applying license and application updates
for Financial Analysis CS
CS Connect, which is installed automatically during the installation of the
application, enables you to download and apply both application and license
updates.
1. Verify that you are logged in to your computer or server as an administrator.
button on the Financial Analysis CS toolbar to open CS Connect,
2. Click the
or choose CS Connect from the File menu.
3. In the CS Connect dialog, mark both the Retrieve available updates checkbox
and the Retrieve licenses checkbox.
4. Click the Connect Now option and then click OK.
Notes
22

For details on setting up CS Connect, see Appendix A in this guide.

For more details, search on CS Connect from the index of the Financial
Analysis CS help browser.
CS Professional Suite Accounting Products Installation and Program Essentials
Installing Financial Analysis CS
Trial license information
A trial version is available that includes the Data Exchange module and integration
with the RMA Annual Statement Studies database. One set of industry data is
available for each industry database. Sample industry data is available for industry
code 238310 for the Data Exchange module and for industry code 541611 for RMA
Annual Statement Studies.
Follow these steps to access the trial version of either industry database:
1. Copy the following files from x:\WINCSI\Tools\FACSTrialLic to
x:\WINCSI\Licenses (where x represents the name of your local drive to which
the application is installed):

FADENAME.DAT (Data Exchange module)

FARNAME.DAT (RMA – Risk Management Association Statement Studies)
2. Close and reopen Financial Analysis CS.
CS Professional Suite Accounting Products Installation and Program Essentials
23
Installing Financial Analysis CS
24
CS Professional Suite Accounting Products Installation and Program Essentials
Viewing and Printing User Bulletins
We issue user bulletins for several reasons.

To inform users about any issues related to the initial release of an application.

To inform users about changes made to an application and any other relevant
issues such as a government change to a form or the pending release of
application updates.
When you install the application files from a web download file, and whenever you
use CS Connect to download and apply application updates, new user bulletins
open automatically the next time you start the application. However, you can view
and print user bulletins for the CSA applications for which you are licensed using
the following steps.
1. From the CSA main window, or from the Financial Analysis CS Firm
Dashboard, choose Help > Bulletins.
2. At the top of the User Bulletin screen, click the appropriate option.

To list the user bulletins issued with the latest application release, click the
current release option.

To list the user bulletins issued with all but the latest application release that
you have installed, click the prior releases option.
3. Highlight a user bulletin in the list on the left of the screen to preview that
bulletin on the right side of the screen.
4. To print user bulletins, mark the checkboxes for the bulletins you want to print
and then click the Print Selected Bulletins button.
Note: You can also view user bulletins from our Help & How-To Center (by
choosing Help > Help & How-To and entering Creative Solutions Accounting
user bulletins in the search field) or from the CSA Home Page (by clicking the
User Bulletins link in the Tasks section; click the User Bulletins link to view a list of
recently issued bulletins).
CS Professional Suite Accounting Products Installation and Program Essentials
25
Viewing and Printing User Bulletins
26
CS Professional Suite Accounting Products Installation and Program Essentials
Using the CSA Home Page
The CSA Home Page, like the home pages in other CS Professional Suite
applications, provides useful client, firm, and application-specific information in one
easy-to-view area. It provides links to frequently used commands, and it can also
inform you whenever application updates are available for download via
CS Connect and when payroll tax forms become available and approved for filing.
You can also view status details for electronic filing (ELF) transmissions details and
access ELF reports.
The Home Page appears by default only when you start CSA, and it closes when
you first open a client.
To open the CSA Home Page at any time, click the Home Page
far right of the toolbar.
button at the
To expand or collapse the items in each section of the Home Page, click the double
in the section headings. Click the plus sign next to each item to
arrows
access additional information.
You can choose to display the Home Page when CSA is first opened, when no
other screens are visible in CSA, or not at all. Choose Setup > User Preferences,
click the System tab, and select the preferred option from the Display the Home
Page drop-down list.
Note: For more details, choose Help > Help & How-To and enter Using the CSA
Home Page in the search field.
CS Professional Suite Accounting Products Installation and Program Essentials
27
Using the CSA Home Page
28
CS Professional Suite Accounting Products Installation and Program Essentials
Completing Some Initial Setup Tasks
This chapter covers some of the initial setup steps you need to complete after
installing the application files and licenses for CSA.
Selecting firm and security settings
Use the Administration dialog in CSA to modify the master password, to set security
restrictions for the CSA users within your firm, to specify settings for automatic
backups to FileCabinet CS,В® and to enable data sharing between CSA and other
CS Professional Suite applications.
From the CSA main window, choose Setup > System Configuration >
Administration.
The security features in CSA rely on your using a master password for CSA and are
designed to help prevent accidental data problems or deletions. The first time you
attempt to change security options after installing CSA, you be prompted to enter
the master password.
CS Professional Suite Accounting Products Installation and Program Essentials
29
Completing Some Initial Setup Tasks
Modifying the master password for CSA
The master password enables you to restrict access to security options and other
global settings. To modify the master password for CSA, do the following.
1. In the Firm tab of the Administration dialog, enter the existing master password
and click the Continue button.
2. Click the Modify button to enter and verify a new master password (eightcharacter maximum).
3. Click OK.
Note: If you forget your master password, your firm’s licensee may call
CS Customer Service at 800-968-0600 to request assistance. The Customer
Service representatives will confirm they are speaking with your firm’s licensee
before providing a temporary password.
Specifying security settings for CSA users within your firm
The options in the Security Settings group box on the Firm tab of the Administration
dialog enable you to specify how you want to define the access restrictions for the
CSA users within your firm.

Master Password required to change security level only. (Default setting for
new users). Provides the lowest level of security. With this setting, the master
password is required only to change the security level options that are found on
this tab.

Global and client-level security. Restricts access to various areas of CSA
(based on checkbox settings within the Security tab of the Administration
dialog) for all users who do not know the master password.

Staff-level security. Enables access to the Groups and Staff tabs of the
Administration dialog where the firm administrator can define group privileges
by enabling or disabling access to specific functions within CSA. On the Staff
tab of the Administration dialog, you need to specify a password for each staff
ID that is assigned to a specific group. A staff member who has been set up in
this manner must enter his or her ID and password in the Login dialog before
opening CSA.

When this option is selected, the Security tab of the Administration dialog is
not available. The Groups and Staff tabs appear only for users with a stafflevel security setting.

If the CSA installation includes the license for Engagement CS, staff-level
security must be selected, and that selection cannot be changed.
Selecting automatic backups to FileCabinet CS
If you are a licensed user of FileCabinet CS, the FileCabinet tab will appear in the
Setup > System Configuration > Administration dialog, and you can use it to set up
automatic backups of your client data to FileCabinet CS.
Note: Depending on the size of the database file, selecting this option could
significantly slow the performance when closing the client database.
30
CS Professional Suite Accounting Products Installation and Program Essentials
Completing Some Initial Setup Tasks
Activating the data-sharing features for CS Professional Suite applications
The ability to share client and employee information is available between Creative
Solutions Accounting, Fixed Assets CS,В® Practice CS,В® and UltraTax CS.В® Data
sharing also works within CSA to automatically fill in new employee or client data
from another employee or client with a matching SSN/EIN.
Use the Data Sharing tab in the Setup > System Configuration > Administration
dialog to allow client data to be shared automatically between eligible clients with
matching SSNs/EINs.
Setting up event tracking within CSA
CSA can track details for certain unique client and global events that occur as you
process data for your clients.
The Event Tracking tab of the Administration dialog includes a checkbox that
enables event tracking for certain activities and lists them within the Utilities > Event
Monitor dialog in CSA.

When the Enable Event Tracking checkbox is marked on this tab, you may also
specify the number of months of event tracking history to retain (from 1 to 36
months, with 24 months as the default setting).

The settings in the Event Tracking tab and the information displayed in the
Utilities > Event Monitor dialog are global (not client-specific).
Example: The Event Monitor dialog enables you to quickly view, sort, filter, and
print a listing of events that have occurred within the Payroll Check Entry window.
When payroll checks are recorded and saved within Write-Up CS or Payroll CS,
CSA retains a record of the date and time of that event, the client name and ID, the
type of action, the user’s staff ID and computer designation, the GL and PR period
ending dates, and so forth, and the Event Monitor enables you to access that
information at any time.
Setting user preferences for each workstation
The Setup > User Preferences dialog enables you to define how you want to use
CSA when processing data for any client. The settings include general options for
using the CSA modules; file locations for CSA client data and for backup data;
locations for other CS Professional Suite application and data files; and options for
saving and printing reports.
Note: The settings in this dialog are specific to each workstation and are not clientspecific. For more details, choose Help > Help & How-To and enter user
preferences in the search field.
CS Professional Suite Accounting Products Installation and Program Essentials
31
Completing Some Initial Setup Tasks
Specifying global setup information
CSA already includes much or all of the global setup information you may need
(including payroll items, payroll tax information, custom headers for reports, and so
forth). To enter any additional global setup information, use the dialogs accessible
from the Setup > System Configuration commands.
Please refer to the CSA help topics for more detailed information about using each
of the setup dialogs. You can quickly open overview help for any dialog by pressing
F1 or CTRL+F1.
Opening one of the CSA sample clients
To open one of the sample clients provided with CSA, choose File > Open Client
and then double-click the client ID or name in the Open Client dialog. The ID for
each of the sample clients begins with the letters CS.
Notes
32

If you chose to install the sample client data during the installation of the
application files, sample clients for all of the CSA modules are installed
automatically — even those designed to be used with modules for which you
are not currently licensed. However, module features are visible only for
licensed applications.

If you chose not to install the sample client data when you first installed the
application files, you can reinstall CSA, mark the checkbox to install the sample
client data, and then open CSA and choose Help > Repair and click the Rebuild
Client List button.
CS Professional Suite Accounting Products Installation and Program Essentials
Completing Some Initial Setup Tasks

For more information about the sample clients and template clients available
with CSA, choose Help > Help & How-To and enter Sample clients overview
in the search field.
Viewing information in the Client Properties dialog
After opening one of the sample clients within CSA, click the Client Properties
button
on the CSA toolbar or choose File > Client Properties to open the
dialog where basic setup information is recorded for the current client.
The tabs that appear in the Client Properties dialog depend on the CSA modules for
which your firm is licensed and which of those have been selected during the setup
of each client in CSA.
Note: The File > New Client dialog is very similar to the Client Properties dialog for
an existing client except all of the fields are blank when you open the dialog.
Procedures for client setup and processing in CSA are covered in greater detail in
the getting started guides and tutorials available with your CSA applications. You
can also find more information by choosing Help > Help & How-To and entering
Client setup in the search field.
CS Professional Suite Accounting Products Installation and Program Essentials
33
Completing Some Initial Setup Tasks
34
CS Professional Suite Accounting Products Installation and Program Essentials
Getting Help
Our online Help & How-To Center provides one-stop access to information about
using the CSA applications. Other resources are available from our website and
include training and support from CS Training & Consulting Services and from
CS Support.
Note: You need an active internet connection to access the Help & How-To Center,
which is compatible with the latest versions of most internet browsers.
Finding answers in the Help & How-To Center
The Help & How-To Center provides extensive information about using CSA,
including procedures for completing various tasks, answers to frequently asked
questions, tips for increasing productivity and troubleshooting issues, alerts about
timely issues, details on new features, show-me videos, conversion guides and
other special-topic guides in portable document format (PDF), and more.
You can access the Help & How-To Center from within CSA by any of the
following methods.

Press F1, CTRL+F1, or CTRL+Y to open a topic that is relevant to the
current window or dialog.

button on the toolbar to open a topic that is relevant to the
Click the Help
current window.

Choose Help > Help & How-To to open the “Browse subjects for Creative
Solutions Accounting” topic.
Tip: You can print any topic using your internet browser’s print feature.
Searching for information
The most efficient way to locate information is to take advantage of the robust
search engine upon which the Help & How-To Center is built: the Google search
engine. When searching for information in the Help & How-To Center, you can use
the same strategies you use when you use Google to search for general information
on the internet.
CS Professional Suite Accounting Products Installation and Program Essentials
35
Getting Help
From within the Help & How-To Center: Use the search field
near the top of the topic. Simply enter a search term or phrase and press ENTER to
see a list of related topics that apply to CSA. For more information, sample
searches, and tips for refining your search results, see the Finding answers to your
Creative Solutions Accounting questions topic in the Help & How-To Center.
Browsing topics by subject
In the Help & How-To Center, click the Browse Subjects button to view a list of
categories, and then click a category to view a list of related topics.
Viewing an index of keywords
In the Help & How-To Center, click the Index button to view an alphabetical list of
keywords. Click a keyword or topic title to view the associated topic.
Viewing and printing CSA guides in PDF
CSA includes conversion guides and other useful guides in portable document
format (PDF) that you can view or print using your internet browser and AdobeВ®
Reader.В® Use the following procedure to view or print these guides. For example,
you can follow this procedure to print additional copies of this guide. (You can
download and install the latest version of Adobe Reader from Adobe.com. The
Reader also allows you to search on keywords and print individual pages, sections,
or entire guides.)
To view or print a guide, enter PDFs for CSA in the search field on the toolbar
(or click here) and click the links of interest to you.
To view and print user bulletins, choose Help > Bulletins (or click here).
Reading frequently asked questions
The Frequently Asked Questions command enables you to access information
about the CSA applications in question-and-answer format.
1. Choose Help > Additional Resources > Frequently Asked Questions.
2. In the main Frequently Asked Questions help topic, click any of the links to see
more information.
Getting help from other resources
Our Help & How-To Center (accessible via active internet connection by choosing
Help > Help & How-To) should answer any questions you might have about CSA.
We encourage you to use this resource whenever you encounter questions while
working in CSA. However, if you need to contact CS Support or want to explore
training and other resources, you can do so by one of the following methods.
36
CS Professional Suite Accounting Products Installation and Program Essentials
Getting Help
Accessing the CS website
Choose Help > On the Web > CS Professional Suite Home Page to access
information and resources for all CS Professional Suite applications.
Accessing the Support page of the CS website
Choose Help > Additional Resources > General Support Information to access
the Support page of the CS website where you can do either of the following
tasks.

Click the Contact Us link to contact CS Support via the internet.

Click other links for application release and version information, system
requirements, and other information about CS Professional Suite
applications.
Contacting CS Support
If you have questions that are not answered by this guide, the help and
knowledgebase topics, or our website, please contact CS Support.
To send an email message to CS Support, choose Help > Additional Resources
> Ask Support via E-mail.
To contact CS Support via telephone, call 800-968-0600, press 2, and then
listen to the available options.
You can get optimal service and use your telephone time most efficiently if you have
a very specific explanation of the issue when you make the call. You might want to
write brief notes on some of the symptoms occurring on the computer, or print any
error messages related to the issue. Your notes might include the following:

The version number of the application you are using. (To obtain this
information, choose Help > About CSA from the Creative Solutions Accounting
menu bar.)

The operating system that you are using.

The specific nature of the issue and the steps that preceded the issue.

Whether this issue occurs with more than one client or on other computers.

The full error message and when it occurs.
Training and consulting services
We offer training courses and consulting services for the CSA and other
applications. For complete details, please visit the Training section of our website at
cs.thomsonreuters.com/training.
The ARNE Community
The ARNE Community is an informal online forum where users of CS Professional
Suite applications can exchange ideas with other users from across the country.
The ARNE Community is free to all CS Professional Suite users. You can access
the ARNE Community from the Community page on our website at
cs.thomsonreuters.com.
CS Professional Suite Accounting Products Installation and Program Essentials
37
Getting Help
38
CS Professional Suite Accounting Products Installation and Program Essentials
Appendix A: Setting Up CS Connect
CS Connect is an electronic communications utility that works between your
CS Professional Suite applications and Thomson Reuters. It is installed
automatically when you install CSA, and it provides you with a convenient and
economical way to:

Download initial and updated licenses. For more information, see “Downloading
and applying the licenses via CS Connect” on page 7.

Download application updates and user bulletins via the internet so that you can
electronically update your CSA applications.

Receive other timely information.

From Write-Up CS or Payroll CS, transmit payroll information to and from
NetClient CSВ® and transmit e-file payroll returns.
Start CS Connect by clicking the
button on the toolbar — or by choosing File >
CS Connect from the CSA main window or from the Financial Analysis CS Firm
Dashboard.
Note: The Thomson Reuters data centers are scheduled to be available for
CS Connect calls during all hours of the week. In the rare event that system
maintenance is required, we will perform it between 3:00 a.m. and 6:00 a.m. eastern
time.
Learning about CS Connect
The primary documentation for CS Connect is provided in the comprehensive help
topics in our online Help & How-To Center, which is accessible from the Help menu
in CSA. This chapter describes the following:

Basic features of CS Connect.

Equipment you will need to use CS Connect.

How to set up CS Connect.

Tips for troubleshooting connection issues and error messages you may
receive while using CS Connect.
CS Professional Suite Accounting Products Installation and Program Essentials
39
Appendix A: Setting Up CS Connect
CS Connect features
With CS Connect, you can do the following tasks.

Download initial and updated licenses for all of your CSA applications, as well
as Client Bookkeeping Solution licenses for your CBS clients.

Download selected updates for your CSA applications as significant changes
are made to certain applications throughout the year between releases.

Download user bulletins and other documents to learn timely information and,
when appropriate, helpful user tips.

Connect to the Thomson Reuters data centers using a modem or an internet
service provider.

Licensed users of Write-Up CS or Payroll CS: Transmit electronic payroll
returns, retrieve acknowledgements, and retrieve ELF reports.

Licensed users of Payroll CS: Send or retrieve information to or from your
Remote Payroll clients.

Apply the updates downloaded from the Thomson Reuters data centers to CSA
on the same computer or network to which they have been downloaded.
Notes

There is no charge for using CS Connect to download and install licenses and
application updates. For these routine activities you pay only for the telephone
calls (for modem users) or for your internet service.

CS Connect encrypts all sensitive transactions involving monetary funds or
client information using an industry-standard encryption system, thus keeping
your data safe as it travels over the internet.
Equipment and other requirements
If your computer supports the CSA applications, it also supports CS Connect. You
do not need to purchase any additional communications applications. However, you
will need an internet connection or a v.90 Standard 56K (or faster) modem to use
CS Connect.
You have two options for connecting to the Thomson Reuters data centers with
CS Connect.
40

Use an Internet Service Provider (ISP). By default, CS Connect is configured
to use a standard internet connection. This allows you to use your own ISP
rather than connecting to the Thomson Reuters data center modems, thus
saving long-distance charges. If your system is already set up to access the
internet via your ISP, you probably do not have to complete any additional
setup tasks to use CS Connect. However, you should confirm all settings, as
described in “Setup of the communication configuration” on page 41.

Use a modem. Use this option to connect directly to the Thomson Reuters data
centers using a modem rather than using your own ISP.
CS Professional Suite Accounting Products Installation and Program Essentials
Appendix A: Setting Up CS Connect
CS Connect is designed to work with a wide range of modems supported by
Windows Dial-Up Networking, including the following:

v.90 Standard 56K modems

Any other standard internet connection (DSL, cable modem, T1, and so on)
Note: If you use a modem to connect directly to the Thomson Reuters data centers,
you may incur long-distance charges.
Setup of the communication configuration
This section explains how to configure the communication settings in CS Connect,
which is installed automatically when you install CSA. This is a one-time setup
procedure and should be performed on each Windows workstation you intend to
use for CS Connect.
Notes

If you used CS Connect to obtain and install licenses on this computer or to
obtain updates for any CS Professional Suite application, then your computer is
already correctly configured for CS Connect.

We recommend that you perform your first CS Connect call as soon as possible
after receiving the application to ensure that you can communicate with the
Thomson Reuters data centers before you need to receive licenses or
application updates.
CSA must be installed on your computer before you perform the following
procedure.
1. Start CSA.
2. From the File menu, choose CS Connect.
3. In the CS Connect dialog, click the Connect Setup button to open the
CS Connect - Communications Setup dialog. Use this dialog to verify or select
the various communications settings applicable to your system so that you can
communicate with the Thomson Reuters data centers.
CS Professional Suite Accounting Products Installation and Program Essentials
41
Appendix A: Setting Up CS Connect

Direct (LAN) connection to internet. Click this option if your computer is
connected to a network that has a direct internet connection.

Proxy Settings. If your local area network uses a proxy server, click
this button to open the Proxy Setup dialog. This dialog allows you to
enter the necessary information for CS Connect to connect to the
Thomson Reuters data centers.

Internet connection is always online. Mark this checkbox if your
computer is always connected to the internet.

Dialup to CS’s modems (normal long distance charges apply). Click
this option if you do not have an internet service provider or a LAN
connection, and you want to connect directly to the Thomson Reuters data
centers via a modem. Note that you may incur long distance charges if you
choose this option.

Dialup using my ISP’s connection. If you will connect to the Thomson
Reuters data centers using an internet service provider, click this option.

Connection. If you will use an internet service provider to connect to
the Thomson Reuters data centers, choose the name of your internet
Service Provider from the drop-down list.

User name and Password. Enter the user name and password for the
internet connection you specified.
Troubleshooting connection issues and error messages
For information about troubleshooting connection issues and error messages,
choose Help > Help & How-To and enter Troubleshooting connection issues in
the search field.
42
CS Professional Suite Accounting Products Installation and Program Essentials
Appendix B: Keyboard Shortcuts
Keyboard shortcuts are special keys (such as F1 and ESC) that you use either
alone or in combination with CTRL, SHIFT, or CTRL+SHIFT. These keyboard
shortcuts enable you to access various types of help, to quickly navigate through
fields in windows and dialogs, and to open drop-down lists without having to use the
mouse.
The first section below lists the keyboard shortcuts that are applicable to all CSA
applications, and the subsequent sections list shortcuts for the individual
applications. Note that you can also view the lists of shortcuts from the menu bar in
CSA by choosing Help > Additional Resources > Keyboard Help.
CSA platform shortcut keys
Description
Shortcut keys
Accessing help
View overview help for the active window or dialog
F1 or CTRL+F1 or CTRL+Y
Activity
New client
CTRL+N
Open client
CTRL+O
Print reports
CTRL+P
Editing
Cut
CTRL+X
Copy
CTRL+C
Paste
CTRL+V
Undo last change
CTRL+Z
Navigating and Special Functions
“Press” the default button in a window or dialog
ENTER
Close window or dialog without saving changes
ESC
Move forward through fields or make selection from a
drop-down list
TAB
CS Professional Suite Accounting Products Installation and Program Essentials
43
Appendix B: Keyboard Shortcuts
Description
Shortcut keys
Move to next tabbed page
CTRL+TAB
Move to previous tabbed page
SHIFT+CTRL+TAB
Scroll through the items in a listview pane (or move to
previous / next check in Payroll Check Entry window)
PAGE UP /
PAGE DOWN
Find a record (based on the text you specify)
CTRL+F
Search within a drop-down list
CTRL+L
Resume search for the next instance of specific text or
character string within a drop-down list
CTRL+R
Add an item to the drop-down list in a custom fieldview
CTRL+S
Edit a custom fieldview
CTRL+W
Save data and return to the previous window or dialog
F2
Open a “context menu” relevant to the selected
window, dialog, or field
F3
Open the drop-down list attached to current field
F4
Refresh display (or recalculate or post)
F5
Move between open data-entry windows
CTRL+F6
Display the popup calculator (from an amount field)
F7
Move to previous field
F9
Move to next field
F10
Move to first / last character of current field
HOME / END
Move to first / last record in window or dialog (while in
Browse mode)
CTRL+HOME / CTRL+END
Move one character to left / right within a field
в†ђ/в†’
Move to beginning / end of field
CTRL+в†ђ / CTRL+в†’
Write-Up CS shortcut keys
44
Description
Shortcut keys
Balance Entry (from the Transactions window)
ALT+B or CTRL+B
Open the Payroll Check Entry window
CTRL+E
View GL Activity
CTRL+G
Calculate YTD Income / Loss
CTRL+I
Open the Transaction Entry window
CTRL+T
Post transactions (from the Transactions window); or
Recalculate check; or Refresh display
F5
CS Professional Suite Accounting Products Installation and Program Essentials
Appendix B: Keyboard Shortcuts
Description
Shortcut keys
For a GL-only client, open the Tasks > Transactions
window
F8
For a GL client with payroll (Payroll CS or the Payroll
Compliance module), switch between the Tasks >
Transactions window and the Tasks > Payroll Check Entry
window
From the Payroll Tax Processing window
Edit Employee Detail
CTRL+E
Retrieve Payroll Information
CTRL+K
Vendor Checks
CTRL+R
From the Financial Statement Editor
New statement
CTRL+N
Open a client statement
CTRL+O
Print statement
CTRL+P
Save statement
CTRL+S
Insert variable
CTRL+I
Insert row
CTRL+R
Change to Cell mode
CTRL+L
Change mode
CTRL+M
Change to Row mode
CTRL+W
Move to previous / next row
CTRL+пѓЎ / CTRL+пѓў
Move to previous / next column
CTRL+в†ђ / CTRL+в†’
Open the Formula dialog
F5
Check spelling
F7
Payroll CS shortcut keys
Description
Shortcut Keys
Open the Payroll Check Entry window
CTRL+E
Recalculate check or Refresh display
F5
For Payroll CS client with GL, switch between the Tasks >
Transactions window and the Tasks > Payroll Check Entry
window
F8
From the Payroll Tax Processing window
Edit Employee Detail
CTRL+E
Retrieve Payroll Information
CTRL+K
Vendor Checks
CTRL+R
CS Professional Suite Accounting Products Installation and Program Essentials
45
Appendix B: Keyboard Shortcuts
Trial Balance CS shortcut keys
Description
Shortcut Keys
From the Trial Balance window
Add accounts (from the Trial Balance window)
CTRL+A
Show split-screen view
CTRL+H
Show entry detail
CTRL+S
Show net income summary
F6
Toggle between the Trial Balance grid section and the
Adjusting Journal Entries grid section of the Trial Balance
window when using split-screen view
F11
From the Adjusting Journal Entries window
View account adjustment activity
CTRL+A
Post adjusting journal entries
F5
Show net income summary
F6
From the Financial Statement Editor
46
New statement
CTRL+N
Open a client statement
CTRL+O
Print statement
CTRL+P
Save statement
CTRL+S
Insert variable
CTRL+I
Insert row
CTRL+R
Change to Cell mode
CTRL+L
Change mode
CTRL+M
Change to Row mode
CTRL+W
Move to previous / next row
CTRL+пѓЎ / CTRL+пѓў
Move to previous / next column
CTRL+в†ђ / CTRL+в†’
Open the Formula dialog
F5
Check spelling
F7
CS Professional Suite Accounting Products Installation and Program Essentials
Appendix B: Keyboard Shortcuts
Engagement CS shortcut keys
Description
Shortcut Keys
Open engagement client
CTRL+O
New document
CTRL+N
Copy document
CTRL+C
Paste document
CTRL+V
Delete document
CTRL+D
New review note
CTRL+R
Document signoff
CTRL+S
Print
CTRL+P
From an Excel or Word workpaper opened from
within Engagement CS
Insert “N/A” notation at the cursor position
CTRL+ALT+A
Mark as procedure completed (insert user initials and
system date at the cursor position)
CTRL+ALT+G
Insert a checkmark at the cursor position
CTRL+ALT+J
CS Professional Suite Accounting Products Installation and Program Essentials
47
Appendix B: Keyboard Shortcuts
48
CS Professional Suite Accounting Products Installation and Program Essentials
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