Setting up departmental financial statements

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

  1. Open the client in CSA.
  2. From the CSA main window, choose Setup > Account Groups. Define account groups using only combining accounts.
  3. Choose Setup > Financial Statements and set up a combining statement for the client.
  4. Choose File > Save As to save the combining statement under a unique file name that identifies the first location or department.
  5. Select columns that contain amounts and select the appropriate location/department in Cell Properties.
  6. Make any desired changes to customize the statement for the selected location or department and then choose File > Save.
  7. Repeat steps 4, 5, and 6 for each location or department.

See also

Chart of Accounts > Create Location and Department Accounts

Chart of Accounts Mask: Additional Information

CSA Guide to Working with Location/Department Clients (PDF)

Using memo amounts in financial statements

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