Setting up a client in CSA (Trial Balance CS and Engagement CS)

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

/_images/acct_pr/csa/marked_checkbox_shg.gif Trial Balance CS and Engagement CS

Trial Balance CS is available when you are licensed for Engagement CS, in order to provide you with complete integration capabilities within the application. Therefore, as part of your client setup, it is important to consider the tasks that are necessary in Trial Balance CS as well as in Engagement CS.

From the CSA main window, begin by choosing File > New Client and selecting the Trial Balance CS, Engagement CS, and the Financial Reporter module.

Click any portion of the diagram below to see more details about the initial steps for client setup.

Engagement CS and Trial Balance CS Existing client data New client data Chart of Accounts setup Client properties Additional setup tasks

Related topics

Chart of Accounts setup (for a Trial Balance CS / Engagement CS client)

Setting up group and staff privileges for users of Engagement CS

Setting up user-specific security access in CSA

Setting up a new Trial Balance CS client

Customizing the Trial Balance window view

Defining balances for a Trial Balance CS client

Assigning grouping schedule codes to a Trial Balance CS clients accounts

Creating grouping schedule codes, subcodes, and categories for a Trial Balance CS client

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