Creating location and department accounts for a Write-Up CS or Trial Balance CS client

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017. CSA will not include 2017 tax rates or payroll forms, so, for 2017 and beyond, you will need to process payroll in another application. We recommend Accounting CS Payroll and myPay Solutions. For more information, see the following topics.

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)

Top of page

Share This