CREATIVE SOLUTIONS ACCOUNTING
Warning
Product support for the Creative Solutions Accounting platform ended on September 30, 2020.
Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.
Use the Security dialog to define the available features for users in your client's Client Bookkeeping Solution application. By setting features on each tabbed page, you can choose to password protect features available in CBS to protect against accidental data manipulation or deletions.
See also: Security [Setup menu]
CBS CheckWriter
| Configure security | Delete company | Company properties |
| Checkbook setup | Checkbook reconciliation | Chart of Accounts data entry |
| Vendors data entry | View online register | Data entry for checks |
| Delete printed checks | Data entry for deposits | Data entry for other items |
| Data entry for adjustments | Journal entries | Change export date |
| Show checkbook balances | Print Unprinted Regular Checks List | Printed Unprinted Regular Checks JE |
| Print regular checks | Print Printed Regular Checks List | Print Checkbook Register |
| Print Deposit List | Print Other Bank Items List | Print Journal Entries List |
| Print Transactions List | Print Vendor List | Print Chart of Accounts |
| Print Skipped Check Numbers | Edit check layouts | |
| Transaction deletion settings | Apply CBS updates | Download and apply CBS updates |
| Employee data entry | Data entry of payroll checks | Print Unprinted Payroll Checks List |
| Print payroll checks | Print Printed Payroll Checks List | Print Employee List |
| View PR data in register context list | Allow single user access | Access administrator options |
| Finalize out of balance reconciliation | Enable reconciliation utility | Mass delete trans in current calendar year |
| Mass delete trans in current fiscal year | Edit vendor Form 1099 totals | Upload data to application vendor |
| Print 1099 Transaction Activity | Add posting core asset / liability accounts | Add posting core revenue / expense accounts |
| Change vendor ID | Reassign account numbers | Reassign account numbers in checkbooks |
| Print blank MICR checks | Set up / edit MICR information | Online banking |
| Print Memorized Transactions List | Edit employee GL account distributions | Edit employee payroll item descriptions |
| View payroll departments | Delete unused payroll departments | Transfer payroll department information |
| Print Unsuccessful Checks Audit Report | Import from accountant | Export to accountant |
CBS PayCheck
| Benefit accrual information | PayCheck templates | PayCheck employees |
| Data entry of PayCheck checks | Delete printed PayCheck checks | Update PayCheck item information |
| Print PayCheck Unprinted Checks List | Print PayCheck checks | Print PayCheck Printed Checks List |
| Print Payroll Journal | Print PayCheck Item Report | Print Workers Comp Report |
| Print Earnings Report | Print Earnings Report Summary | Print Employee List |
| Print Deductions List | Print Employee Benefits List | View tax tables |
| Multiple state / local | Renumber employees | Edit employee earnings |
| View employee earnings | Edit employee pay items | Print PayCheck Items Listing |
| Add / Edit tax tables | Delete tax tables | Import CBS tax table updates |
| Print data entry worksheet |
CBS Accounts Payable
| View AP transactions | Input AP transactions | Delete AP transactions |
| Input payments | Delete payments | Input payment memos |
| Delete payment memos | Historical AP transactions | Print AP checks |
| Print Cash Requirements | Print Aging Schedule | Print Purchases Journal |
| Print Vendor Activity | Print check for AP vendor in CheckWriter | View payment terms |
| Input payment terms | Delete payment terms | Print Cash Requirements Projection |
| Print Payable Payment List | Remote payment authorization |
CBS Accounts Receivable
| View AR transactions | Input invoices | Voice invoices |
| Delete invoices | Input credit memos | Void credit memos |
| Delete credit memos | Input payments | Void payments |
| Delete payments | NSF a customer payment | View customer data |
| Edit customer data | Delete customer data | View Invoice Items List |
| Input invoice items | Delete invoice items | View payment terms |
| Input payment terms | Delete payment terms | View sales tax entities |
| Input sales tax entities | Delete sales tax entities | View glossary items |
| Edit glossary items | Delete glossary items | View AR finance charges |
| Input finance charges | View AR deposits | Input AR deposits |
| Void AR deposits | Delete AR deposits | View event log |
| Edit AR transaction options | Assess finance charges | Input flat amount billing |
| Use memorized transactions | Print AR forms | Print Aging Schedule |
| Print Customer Ledger | Print Sales By Item Report | Print Sales Report |
| Print Sales Tax Report | Print Invoice Item List | Print Customer List |
| Print Transactions List | Print AR Deposit Journal | Print Invoice / Payment List |
| Report deleted transactions | Print AR Receipts Projection | Reassign customer IDs |
| Enable credit card processing | Customer credit cards | Submit credit card payments |
CBS Financial Statements
| Print Trial Balance | Print Balance Sheet | Print Income Statement |
| Print Direct Cash Flow Statement | Print Indirect Cash Flow Statement | Edit budget treatment for fiscal year end |
CBS Direct Deposit
| Access direct deposit tasks | Add direct deposit bank information | Edit / view direct deposit company properties |
Checkbook security
| Checkbook name | Mark the checkbox(es) to enable user access |
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