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Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

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CSA provides payroll variables that you can embed in transmittal letters. When you print the letter from the Print Reports dialog, the variables are replaced with client-specific information. For example, the [total payroll checks] variable is replaced by the actual amount.

Inserting a variable

1. From the Transmittal Letter Editor window (Setup > Transmittal Letter Editor), choose File > Open Letter or File > New Letter.
2. In the letter, position the cursor where you wish to insert the variable.
3. Choose Insert > Variable (or press CTRL+I).
4. In the Variables dialog, select the type of variable you wish to insert. The available options for payroll clients are Amount, Text, and Date.
5. In the variable list pane, highlight the variable you wish to insert and then click OK. CSA inserts the variable at the cursor position and displays the variable name enclosed in square brackets.

Defining payroll variables

The actual dates and amounts that print in your transmittal letter are defined by the options you choose in the Client Document Options dialog prior to printing the letter.

1. From the main CSA window, choose File > Print Reports.
2. In the Print dialog, click the Documents tab and double-click Client Documents to move it to the Selected pane.
3. Click the Options button.
4. In the Client Document Options dialog, mark the checkbox(es) for the document(s) you want to preview or print.
5. Specify the checkbook and data range to use for the letter(s). You can specify the ranges for check dates, period end dates, or check numbers by specifying the Selected Ranges option in the Data Range field.

Related topics

Variables [Insert menu]

About the Transmittal Letter Editor

Inserting variables in a transmittal letter

Inserting variables and conditional statements in a payroll tax form filing instruction letter (Payroll CS or Payroll Compliance module)

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