Journal Entry [Tasks menu]

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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. CSA will not include 2017 tax rates or payroll forms, so, for 2017 and beyond, you will need to process payroll in another application. We recommend Accounting CS Payroll and myPay Solutions. For more information, see the following topics.

You can enter adjusting journal entries in the Adjusting Journal Entries window of the Trial Balance module directly in the Engagement CS workspace.

Choose Tasks > Journal Entries to open the Adjusting Journal Entries window in the Document View pane of the Engagement CS workspace.

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Choose Engagement > Journal Entries from the Add-in menu within Engagement CS when Excel is open within the application.

Special information

The following group privileges in Engagement CS are related to the journal entry features.

We recommend that you select only the Add Potential Journal Entries option for staff members who are not assigned the Trial Balance in the current engagement. This enables the staff member who has the privilege to add all journal entries to run CSA reports that reveal any new journal entries added by other staff members on the engagement team.

Related topics

Assigning the Trial Balance

Setting up group and staff privileges for users of Engagement CS

Assigning staff privileges in a new engagement

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