Post transactions

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Updates the balances in the Chart of Accounts.

You may choose to have the application post transactions automatically.

You may enter account balances directly into the Chart of Accounts. However, please be advised that if you enter transactions to the same period, those Chart of Accounts balances will be replaced by the transaction balances when you post (or when posting occurs automatically, such as when you print transaction-based reports or advance the period).

If you will need to enter transactions in a period, or if you would like to see balance information in a transaction-based report, it is recommended that you enter all balance information via transactions rather than directly into the Chart of Accounts.

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