Client statement vs. Global statement

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

There is essentially no difference between a client statement and a global statement except for the folder location in which the statement is stored.

Client statements are saved within a specific client's data folder. During backup of a client database, the client-specific statements are automatically included with the client's backup data.

Global statements are saved in a general folder and are accessible for all clients. Global statements can be backed up via a system backup.

Note: Any changes made to a specific statement will affect only that statement.

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