Excel Engagement/PPC Add-Ins - Checking for disabled items ISSUE: If when you open Excel workpapers from Engagement and any of the following things happen: Incorrect file names No Engagement tab in the Ribbon TB link functions not functioning properly Rolled forward lead sheets showing PY PPC WPs with macros not appearing "Macros must be enabled in order to use this workbook" SOLUTION: Follow the steps below to resolve these issues **NOTE**: You can also use the AppChecker to check these for you here: Engagement Tab Not Showing In Excel : KSM IT  Close all open Microsoft applications Open Microsoft Excel outside of Engagement Select File in the Ribbon > Options > Add-ins At the bottom next to Manage select the drop-down arrow, select Disabled Items, and select Go If anything is listed select it and select Enable, then Close Under the Manage dropdown, select the drop-down arrow and select COM Add-ins Click on Go Confirm that the relevant add-ins from the list below are selected   Excel COM Add-Ins -  Pfx.Ribbon.ExcelAddin -  PPCExcel12 -  PPCExcel12Repurpose   Go back into the Add-Ins via File > Options > Add-ins Under the Manage option, select Excel Add-ins Select Go and be sure the following add-in is there and checked, nothing else should be checked   Excel Add-ins -  Epace.xla Select OK > Close the program > Re-open the program

Word Engagement/PPC Add-Ins - Checking for disabled items ISSUE: If when you open Excel workpapers from Engagement and any of the following things happen: Incorrect file names No Engagement tab in the Ribbon TB link functions not functioning properly PPC WPs with macros not appearing Unable to add comments to Review Comments WP **NOTE**: You can also use the AppChecker to check these for you here: Engagement Tab Not Showing In Excel : KSM IT  SOLUTION: Follow the steps below to resolve these issues  Close all open Microsoft applications Open Microsoft Word outside of Engagement Select File in the Ribbon > Options > Add-ins At the bottom next to Manage select the drop-down arrow, select Disabled Items, and select Go   If anything is listed select it and choose Enable, then Close Under the Manage option, select Com Add-ins Select Go Confirm that the relevant add-ins from the list below are selected   Word COM Add-Ins -  Pfx.Ribbon.WordAddin -  PPCWord12 -  PPCWord12Repurpose Go back into the Add-Ins via File > Options > Add-ins Under the Manage option, select Word Add-ins Select Go and be sure the following add-in is there and checked, anything else should be unchecked   Word Add-ins -  Epace.dot Select OK > Close the program > Re-open the program  

Engagement - Reset your password ISSUE: If an Engagement password is forgotten. Open Engagement on your computer or in Citrix If not already filled in, enter your username Click on the link below the login information "Forgot password?"       A window will appear stating that a temporary password will be sent to your email address         Once you receive the email you can copy and paste the temporary password from the email into the Password field on the Engagement login window A window will appear to reset your password Copy and paste the temporary password into the Old password field and then enter a new password and confirm                  Once you are in Engagement. Express Sync any binder to update your password in the KSMENG CFR and complete the password reset process

"Support Code: X3TM-4ZS32," upon opening or printing a checked in Word workpaper in ProSystem fx Engagement Symptoms "Support Code: X3TM-4ZS32," upon opening or printing a checked in Word workpaper in Engagement. Cause Workpaper not checked out.  Microsoft Office update no longer allowed editing or printing on Read-Only status workpapers.  Resolution In prior Microsoft Office versions, editing or printing a workpaper in Read-Only status (unassigned or checked in) was allowed.  Changes in Microsoft Office version 2206 (Build 15330.20004) indicates the following below.  "We fixed an issue where the interaction mode showed “Editing” when a document was in read-only mode."   This change will no longer allow editing or printing in Read-Only mode regardless if the workpaper is in Engagement or created from the Desktop. Engagement requires sticking to the Semi-Annual Enterprise Channel (different from the Semi-Annual Enterprise Channel (Preview)), or rolling Office back to a release prior to 2206.  A repair of Engagement or Workpaper Manager will be required afterwards. How do I repair an existing install of CCH ProSystem fx Engagement ? For instructions on rolling back the version of Office, see below. How do I rollback Microsoft Office to a prior version.  

ISSUE: "Unable to detect a connection to either the network or SQL. Close the application and contact the network administrator" when logging into CCH® ProSystem fx® Engagement or Workpaper Manager. RESOLUTION 1: - click the windows button - type appchecker and select CCH ProSystem fx Engagement App Checker UI - when the dialog window appears, select Fix All - Close appchecker and re-open Engagement Please contact helpdesk@ksmcpa.com if this does not solve the issue.

ISSUE: The Engagement Tab is not showing in Excel RESOLUTION 1: Close Engagement Click the windows button Type appchecker and select CCH ProSystem fx Engagement App Checker UI When the dialog window appears, select Fix All Select Repair under Excel and Word Close appchecker and re-open Engagement Please contact helpdesk@ksmcpa.com if this does not solve the issue.

ISSUE: "The Synchronization Service program (PFXSYNPFTService.exe) is not running" when synchronizing a binder in CCH® ProSystem fx® Engagement or Workpaper Manager. THESE RESOLUTIONS ARE ONLY FOR LOCALLY INSTALLED ENGAGEMENT. NOT HORIZON ENGAGEMENT. RESOLUTION 1: Close all Microsoft Apps Close Engagement Click the Windows button Type appchecker and select CCH ProSystem fx Engagement App Checker UI When the dialog window appears, select Fix All Close appchecker and re-open Engagement RESOLUTION 2: Close all Microsoft Apps Close Engagement Click the Windows button Type appwiz.cpl Locate CCH ProSystem fx Engagement Select the Repair option Re-open engagement and sync a binder Please contact helpdesk@ksmcpa.com if this does not solve the issue.

ISSUE: Staff cannot make changes to documents in a binder even though they are the current editor RESOLUTION: Workpapers can only be edited in one file room in our environment, either Citrix or laptop Example 1: Staff has checked out a WP in the Local File room on Citrix and they are trying to access on their local laptop   Example 2: Staff has checked out a WP in the laptop Local File room and they are trying to access in their Citrix local file room The staff will need to check the workpaper(s) back in from the source location so they can open it in the desired fileroom.

How to use: The TGUW can only be run on any binders that meet the following conditions: The binder has a year-end of 12/31/2024 You have current editor rights The binder is in your local file room (Citrix or laptop) You will need to run the Tax Grouping Update Wizard for any binders that do not have the 2024 Tax Groupings applied. You will know if you do not have them if you meet the criteria above and do not see 2024 as an option for grouping when linking to CCH Axcess (ProSystem fx Tax) Follow the steps below to apply the 2024 Tax Groupings to your 2024 year-end Tax binders Roll forward the 2023 Tax binder to 2024 Make sure you have the 2024 Tax TBs checked out that you want to update From the main File Room menu, select Tools > Tax Grouping Update Wizard > Next Select Vendor = ProSystem fx Tax Select Tax Year = 2024 Select Next > Next > Finish The TGUW will update all binders in your local file room that meet the criteria. This utility can be run as many times as you need to without affecting binders.

ISSUE: Error message when opening Engagement states the following: "One or more Microsoft Office applications are running.  CCH ProSystem fx Engagement needs to perform a one-time initialization process before login. Please close all Microsoft applications before logging into CCH ProSystem fx Engagement." RESOLUTION: Close all applications and sign out of Windows Log back into your machine Open Engagement before Outlook, Word, and Excel Once the Engagement screen appears, you can open Outlook, Word, and Excel