Setting up miscellaneous information for a CBS client

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

All fields in the Miscellaneous Information dialog are optional, but we recommend entering as much information as possible to make the client setup easier.

  1. Choose Setup > Miscellaneous Information to open the Miscellaneous Information dialog.
  2. Click the tab for the module for which you want to enter information.
  3. Enter the appropriate information on each tab.
    • If the client will be licensed for and intends to use CBS PayCheck for calculating payroll, you should mark the Disable CheckWriter payroll checkbox on the CheckWriter tab.
    • The PayCheck module exports information to you once a month, but it allows you to choose the default payroll frequency for your client to begin payroll processing in the Default payroll frequency field.
  4. Click OK.

Return to: Setting up a CBS client - steps in CSA, Accountant's Assistant, and CBS

Return to: Overview of CBS client setup and processing

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