Client Setup in CSA
46
Accountant’s Assistant Handbook
4. Click
Done to close the Checkbook window.
Check layouts
In the
CBS company for your own firm, edit or add the check layouts
that any of your CBS clients may need. You
or your client will need to
assign one or more check layouts to each checkbook when setting up the
client’s CBS program. Although you can
create new layouts in the
Layout Editor, you will generally find it easier to copy an existing one
and modify it.
When you have completed the layouts you
want for your client, you must
select that layout in a checkbook and then back up the layouts by
choosing
File / Backup / Layouts in CBS.
You can send or take a copy
of this backup file to your client’s office and restore it so your client has
the necessary layouts. Note that CBS backs
up only those layouts that
have been selected in the Checkbook / Setup window.
