Statement date

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Use the Financial Statement Print Options dialog to specify the period end date for the statement(s) that you want to print.

The statement(s) will print with data values as of the selected date. If you want, you may specify the earliest date for which data has been saved for the client.

Notes

  • The current Statement Date appears in a status pane of the bar at the lower-right corner of the CSA main window.
  • When you advance the GL period, the Statement Date field updates automatically.

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