Accountant's Assistant Handbook

Important! All payroll items used by the client are always included 
when you generate transfer files from Accountant’s Assistant. Because 
payroll items are global in CSA, any changes you make to a payroll item 
for one client could affect other clients — so be sure to review the 
payroll items and their settings before generating a transfer file for a 
client. 

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Client Setup in Accountant’s Assistant 
 
86 
Accountant’s Assistant Handbook 
Other setup options 
Employee templates 
The Setup / Employee Templates dialog in Accountant’s Assistant is 
similar to the dialog accessible from the CSA main window and applies 
both to noncalculating payroll in CBS CheckWriter and to calculating 
payroll in CBS PayCheck.  
You may use this dialog to set up client-specific global information from 
within Accountant’s Assistant. Any information you add, change, or 
remove from this dialog will also be changed in CSA. You can change 
the information as often as necessary for your own processing.