Accountant's Assistant Handbook
Processing Client Information.................................................................................. 129
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| 7 Processing Client Information.................................................................................. 129
Client processing...................................................................................................................... 129 Regular processing by the client.......................................................................................... 129 Client reports ....................................................................................................................... 131 Client export files ................................................................................................................ 131 Retrieving client data ............................................................................................................... 134 Backups of client data in CSA............................................................................................. 134 Receiving data from your client .......................................................................................... 135 Effect of transferred data on CSA ....................................................................................... 138 Information received from the client’s export file ............................................................... 139 Validating client transactions................................................................................................... 140 Client notes to the accountant.............................................................................................. 140 Editing accounts .................................................................................................................. 141 Helpful reports..................................................................................................................... 141 Transferring client data from Accountant’s Assistant to CSA ................................................. 144 Updating client files ................................................................................................................. 146 CBS information to generate ............................................................................................... 147 License selection ................................................................................................................. 147 Client import of the accountant’s transfer file ......................................................................... 148 Client access to your firm’s website through CBS .............................................................. 148 Yüklə 1,26 Mb. Dostları ilə paylaş:
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