Troubleshooting CCH Engagement Issues at MSLLC

CCH Engagement is a critical tool for accounting professionals at MSLLC. However, users occasionally encounter issues with the software, including problems accessing certain entity types like estates. This article provides troubleshooting guidance for common CCH Engagement problems to help restore full functionality.

Common Issues with the Engagement Tab

Several issues can cause the CCH Engagement tab to disappear or malfunction:

• If the Engagement tab is not appearing in Excel when opening CCH files, this could be related to add-in installation issues. Uninstalling and reinstalling the Engagement add-ins can typically restore the missing tab and ensure proper integration between CCH and Excel.
• If the Engagement tab is not visible in CCH, you may need to: 1) Check your user permissions, 2) Verify your software settings, 3) Ensure you're logged in with the correct account, or 4) Reach out to your system administrator for assistance.
• The Engagement tab may disappear due to Excel process conflicts or software glitches. Closing all Excel windows and ending the Excel.exe task in Task Manager can often restore the tab and resolve opening issues. If the problem persists, contact CCH technical support for further assistance.

Troubleshooting Missing Engagement Tab

When you can't access certain features or entity types in CCH Engagement, try these solutions:

• Engagement functions may not appear if the add-in is not properly activated. Try closing all Excel files, reactivating the Engagement add-in, and opening a new Excel file within the CCH environment to restore full functionality.
• If you're experiencing issues with the CCH Engagement tab, try the following troubleshooting steps: 1) Save all your current work, 2) Close Excel completely, 3) Reopen Excel, and 4) Open your workbook again. This often resolves display and functionality issues with the Engagement tab.
• If the engagement tab is missing in Excel, try the following steps: 1) Check if the CCH add-in is disabled, 2) Re-enable the add-in, 3) Restart Excel. This should restore the engagement tab's visibility in the software.

Advanced Troubleshooting for CCH Engagement

For persistent issues that prevent you from accessing certain entity types or features:

• If you're experiencing issues opening CCH Engagement, try the following troubleshooting steps: 1) Disable running CCH services, 2) Rename the Common folder, 3) Perform a full repair installation of the CCH software. After completing these steps, test the software by opening Engagement and checking workpapers both on the server and local computer to ensure proper functionality.

Conclusion

When encountering issues with CCH Engagement at MSLLC, particularly when certain entity types like estates aren't visible, the troubleshooting steps outlined above can help restore full functionality. Most issues relate to add-in activation, Excel conflicts, or software configuration problems. If problems persist after attempting these solutions, contact your system administrator or CCH technical support for additional assistance.