Setting up groups and staff in CSA

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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.

Before creating an engagement in Engagement CS you must set up at least one staff member ID on the Staff tab of the Administration dialog, and then add the Administrators group to that staff ID on the Staff tab. This enables you to perform the necessary global setup (open, add, edit, and delete) for future engagement staff members and groups.

Return to Working in Engagement CS: Overview

Related topic: Setting up group and staff privileges for users of Engagement CS

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