Accountant's Assistant Handbook

4 Client Setup in CSA ..................................................................................................... 33
 
Setup overview........................................................................................................................... 33
 
Setup timing........................................................................................................................... 33
 
Multiple companies on one computer.................................................................................... 34
 
Master license........................................................................................................................ 34
 
Setup steps in CSA..................................................................................................................... 34
 
Transferring data between CSA and CBS ............................................................................. 35
 
CSA client properties............................................................................................................. 36
 

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Contents 
 
iv 
Accountant’s Assistant Handbook 
Employee templates............................................................................................................... 40
 
Payroll departments ............................................................................................................... 42
 
CheckWriter vendors............................................................................................................. 43
 
Checkbooks ........................................................................................................................... 45
 
Check layouts ........................................................................................................................ 46
 
Transactions........................................................................................................................... 47
 
Payroll information................................................................................................................ 48
 
Additional setup steps in CSA for CBS Accounts Receivable clients................................... 53
 
Custom help from accountant................................................................................................ 53
 
Custom bitmap....................................................................................................................... 54