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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

An account group is a named collection of accounts. CSA uses account groups in financial statements to increase their flexibility and to enable you to use a financial statement for multiple clients. Some account group names are pre-defined, but account group definitions are client specific.

Note that you can define an account group to include a single account, one or more ranges of accounts, and/or one or more existing account groups.


For Client A, you could set up the CurrentAssets account group to include accounts in the range 100 - 149.

For Client B, you could set up the same account group (CurrentAssets) to include both the Cash and AccountsReceivable account groups plus accounts 120 - 130 and account 145.

The CSWRI04 - Write-Up Sample Client #4 included with your CSA software includes account group definitions that illustrate the assignment options.

To define account groups, choose Setup > Account Groups.

To identify any GL accounts that are missing from the account groups currently defined for the selected client, choose the Verify Unassigned Accounts command from the F3 or right-click context menu in the Setup > Accounts Groups dialog.

To rename an existing account group, highlight the group and then choose the Rename Account Group command from the F3 or right-click context menu in the Setup > Accounts Groups dialog.

To prepare a report of account group assignments for a selected client, you can print or preview the Financial Statement Setup Listings report from the File > Print Reports dialog.

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