Examples of Bookkeeping Activity Monitor event setup in Accountant's Assistant

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Activity Type Operator Amount Frequency
Adjustment Amount > 100.00
Balance Amount < 0.00
Check Amount > 100,000.00
Extra Export* Occurrence Every instance
Import Occurrence
Tentative Balance Amount < (10,000.00)

* An "extra export" is reported if a warning prompt for a future-period export is presented to the client, or if the client completes more one export within a 2-hour period.

Return to: Bookkeeping Activity Monitor [Setup menu]

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