Accountant's Assistant Handbook

Setup / Miscellaneous Information / PayCheck tab and mark the 
deductions you want to exclude in the grid provided. 

---

Appendix B: Converting CBS Clients from WS2 to CSA 
 
158 
Accountant’s Assistant Handbook 
Security 
In Accountant’s Assistant, choose Setup / Security to review and, if 
necessary, modify the security settings for each of the CBS client 
modules to enable the features you want the client to use. 
Creating an accountant’s transfer file for the  
CBS client to import 
It is strongly recommended that you convert at least one WS2 client with 
earnings before generating your first accountant’s transfer file for a CBS 
client.  
1.  From the Accountant’s Assistant main window, choose Tasks / 
Generate.  
2.  In the Generate Client Information dialog, double-click License