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Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

Beginning with CSA version 2006.2.1 and CBS version 2006.3.1, you can set up a CBS client who uses the noncalculating payroll features in CBS CheckWriter to use pay item descriptions as set up in CSA. You can have your client update existing employee records, unexported checks, and exported checks to use those pay item descriptions.

After you and your client have completed the initial setup steps outlined in both of the following sections, CBS will use the CSA descriptions automatically.

Procedure in Accountant's Assistant

1. From the Accountant's Assistant main window, choose Setup > Miscellaneous Information. On the CheckWriter tab of the Miscellaneous Information dialog, mark the Enable Payroll Item Descriptions checkbox and click OK.
2. Choose Setup > Security, and on the CheckWriter tab of the Security dialog, mark the following checkboxes and then click OK.
   • View payroll departments
   • Edit employee payroll item descriptions
   • Transfer payroll department information
3. Generate a transfer disk that includes the following selections for the client to import into CBS.
   • Security
   • CheckWriter miscellaneous information
   • Payroll items
   • Employee templates

Procedure in CBS

Have your CBS client complete the following steps to have CBS update the records for employees assigned to one or more payroll departments for noncalculating payroll processing in CBS CheckWriter.

1. Choose File > Import > From Accountant to import the updated data from the Accountant's Transfer Disk.
2. Choose Checkbook > Setup and, for the Payroll check type for each noncalculating payroll checkbook, select a layout that includes DESC in the layout name.
3. Choose Setup > View NCP Payroll Departments.
4. In the View NCP Payroll Departments dialog, select a department number and click the Transfer button.
5. In the Transfer NCP Department Information dialog, mark the Payroll item descriptions checkbox in the To employees group box and click the Transfer button.
6. Repeat the prior two steps for each payroll department and then click Done.

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