Creating location and department accounts for a Write-Up CS or Trial Balance CS 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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

To create location and department accounts, you must first enter location and department numbers and set up combining accounts. To enter the descriptions, click the Enter Loc / Dept Descriptions button on the Create Locations and Departments dialog.

To add the locations and/or departments to the Chart of Accounts follow this procedure:

  1. From browse mode in the Setup > Chart of Accounts window, choose Edit > Create Location and Department Accounts.
  2. Double-click one or more location/department combinations to select them in the right-hand pane.
  3. Click the Create button to automatically add the new Location/Department accounts to the Chart of Accounts.

See also

Customizing the Chart of Accounts for a Write-Up CS or Trial Balance CS client

CSA Guide to Working with Location/Department Clients (PDF)

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