Setting up automatic journal entries for a GL client

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Automatic journal entries will automatically calculate transactions each period based on your entries in this dialog. You only need to enter information for automatic journal entries once per client.

  1. Choose Setup > Automatic Journal Entries.
  2. In the Automatic Journal Entries dialog click the Add button.
  3. Enter a Reference and Description and choose a Journal from the drop-down list (if you are using separate journals).

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Automatic Journal Entries in Write-Up CS (PDF)

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