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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

In addition to the default transmittal letters provided with CSA and any custom transmittal letters you have added for all clients of a particular entity type, you can add client-specific text to a transmittal letter for the open client.

You can create your own custom text variables to insert into a client document by choosing Setup > System Configuration > Text Variables from the CSA main window.

Inserting a custom text variable into an existing transmittal letter

  1. From the Transmittal Letter Editor, choose File > Open Letter and then select either Client Letter or Global Letter. (Client letters are saved in the client data folder; global letters are saved in the C:\WINCSI\CSAsys\Documents folder.)
  2. In the Open Client Letter or Open Global Letter dialog, double-click the transmittal letter to open it.
  3. Place the cursor at the position where the new text variable should inserted, choose Insert > Variable (or press CTRL+I), and select the Text option.
  4. Highlight the desired text variable, and then click OK.
  5. Save the letter by choosing File > Save Letter (to replace the existing copy of the letter) or File > Save Letter As (to save under a new name).
  6. Choose File > Exit Letter Editor to close the Transmittal Letter Editor.

Note: The transmittal letters provided with your CSA software already include the client-specific text variables. If you are using custom transmittal letters, you may need to insert variables into your letter. For a complete list of client-specific variables, choose Insert > Variable, and select the Text option.

Related topics

About the Transmittal Letter Editor

Editing the header and footer in a client document

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