New client setup

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

These steps refer to a GL client. The steps will be different depending on which CSA modules you have selected for your client.

Return to Client setup overview (Write-Up CS)

Related topic: New Client Setup dialog

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