Running the Impound Client Balance Report

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

You can print a Client Balance Report for the current client or for all clients. This report lists the impound transactions from the last time a client balanced as well as the reserve amount, if one was entered.

  1. Choose Utilities > Impound Reports > Impound Client Balance Report and then select either the Current Client or the All Clients option.
  2. In the Import Client Balance Report dialog, click the Printer button.

See also: Impound overview and procedures

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