Change Chart of Accounts Mask

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

For a payroll-only client, you can modify the Chart of Accounts mask by choosing the Change Chart of Accounts Mask command from the F3 or right-click context menu in the Setup > Chart of Accounts dialog.

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Notes

  • Changing the Chart of Accounts mask after initial setup is not recommended. Therefore, when defining a client's Chart of Accounts mask, you should allow for the growth of the client's business.
  • This chart is for the Payroll Compliance module and/or Payroll CS clients only. If setting up a Write-Up CS and/or Trial Balance CS client, click here to return to the main Client Setup topic where you can mark the appropriate checkbox for your client.

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