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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

After first setting up the client's Chart of Accounts, you can set up the areas of the application pertaining to transactions. (For more detailed information about using the active window or dialog, press F1 or CTRL+F1.)

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