Accountant's Assistant Handbook

Company and click the Generate button. To generate client 
information for a client, you would select that client’s name.  
 

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Client Setup in Accountant’s Assistant 
Accountant’s Assistant Handbook 
91 
5.  In the Select additional module licenses to generate dialog, mark the 
checkbox for each add-on module to include in the client’s CBS 
software.  
 
Note: You will see this dialog if you generate licenses for the 
demonstration company or for your own firm. However, you will not 
see this dialog if you generate licenses for your client, unless they are 
a CBS ASP client.  
6. Click 
the 
Generate button. 
7.  If this is the first time you generate data for this client, or if your 
current general ledger period is earlier than or the same as your next 
export date, the program displays the following message.  
 
Click OK to continue with the generate process.  

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Client Setup in Accountant’s Assistant 
 
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Accountant’s Assistant Handbook 
8.  Accountant’s Assistant will prompt you when the generate is 
complete. Click OK. 
Each time you purchase a new CBS client module, you will need to 
obtain updated license information via CS Connect. The client license 
information includes the client company’s name and address and the 
CBS modules and versions the client is licensed to use.  
By default CSA will save the transfer information you generate for a 
client. To designate a disk drive or a folder on a hard drive as the 
destination for the transfer information, specify the path in the Setup / 
File Locations dialog before generating the client information. 
For further details about how existing information in the client’s CBS 
program is affected when you transfer file, search on Effect of from the 
index in the CSA help browser, and then select the topic called