Accountant's Assistant Handbook

Low Balance Warning as the description, and 1000 as the amount.  

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Client Setup in Accountant’s Assistant 
 
82 
Accountant’s Assistant Handbook 
 
3. Click 
the 
Reporting Defaults button. You can have CBS transmit 
the client’s events log (in XML format) and export data to you and 
then have Accountant’s Assistant retrieve the data, and/or you can 
have it transmitted to you as an email attachment.  
 
If you mark the E-mail Activity Report checkbox in the Reporting 
dialog, also specify the appropriate email addresses in the To and Cc 
fields for individuals within your own accounting firm.  

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Client Setup in Accountant’s Assistant 
Accountant’s Assistant Handbook 
83 
4.  Click OK to close the Reporting dialog, and then click Done in the 
Bookkeeping Activity Monitor dialog.