Using the Accounting CS Library to import reports, financial statements, and letters

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The Accounting CS Library includes a number of custom reports, financial statements, and letters that you can import directly into the Report Designer. Accounting CS offers two methods for importing these files.

Importing via the Accounting CS Library portlet

You can add the Accounting CS Library portlet to your Client dashboard to give you quick access to the custom reports, financial statements, and letters that are part of the library. Through this portlet, you can also sign up to receive updates any time a new item is added to the library.

When you import an item via the Accounting CS Library portlet, the application imports the file directly into Accounting CS, in a format that is ready to be used immediately in the application.

Follow these steps to import a report, financial statement, or letter via the portlet.

  1. If you haven't already done so, add the Accounting CS Library portlet to one or more of your dashboards.
    1. In the applicable dashboard, add a new view or click an existing view to add the portlet to that view.
    2. Click the Select Portlets link in the top-right corner of the dashboard, or right-click and choose Select Portlets.
    3. In the Select Portlets dialog, mark the Accounting CS Library checkbox and click OK.
    4. If necessary, you can resize and move the portlet to the appropriate size and location in the view, as described in the Working with portlets topic.
  2. In the Accounting CS Library portlet, locate the item to import. You can scroll through the list or enter a search term to find related items.
  3. You can view a sample of any of the items by clicking the Preview ACS Library preview icon icon in the Preview column.
  4. To import a particular report, financial statement, or letter, click the Import ACS Library import icon icon in the Import column.
  5. Click OK at the prompt, and the imported file is ready to use.

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If the caller has a suggestion for a new report after the Accounting CS Library is released, in addition to directing the user to the Ideas Community, collect as much detail as you can about what they are looking for and send that info via email to ACSRLibrary@thomsonreuters.com.