Editing the header and footer in a client document

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

  1. In the Transmittal Letter Editor, choose View > Header or View > Footer. The header or footer variable automatically appears in the transmittal letter.

    Note: You may select different header and footer options in the File > Properties dialog. You may also set up new text variables in the Setup > System Configuration > Text Variables dialog.

  2. When you have completed your changes, click the Done button in the Transmittal Letter Editor to close the document, and (if prompted) click the Yes button to save any changes that you have made. When you choose View > Header or Footer in any subsequent transmittal letter, the new header or footer will appear until you change it again.

See also: About the Transmittal Letter Editor

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