Miscellaneous Information [Setup menu]

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Use the Miscellaneous Information dialog to set up the various options you can make available to your client. As the provider and licensor for your client's application, you have complete control over the level of access your client has. You can enable more advanced options for more experienced clients, or you can limit a client to just a few simple tasks.

While it is not necessary to set up every option in this dialog, the more options you set for your client, the easier and more efficient it will be later when you retrieve export data from the client.

From the Accountant's Assistant main window, choose Setup > Miscellaneous Information. This opens the Miscellaneous Information dialog.

See also: Overview of CBS client setup in Accountant's Assistant

Tabbed pages in this window

CheckWriter tab

PayCheck tab

Accounts Payable tab

Accounts Receivable tab

Financial Statements tab

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