Bookkeeping Activity Monitor . . . Reporting Defaults

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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. CSA will not include 2017 tax rates or payroll forms, so, for 2017 and beyond, you will need to process payroll in another application. We recommend Accounting CS Payroll and myPay Solutions. For more information, see the following topics.

Use this dialog to specify whether the report of the CBS client's bookkeeping activity report is to be transmitted back to your accounting firm along with the client's period-end export data, via email message attachment, or both.

From the Accountant's Assistant main window, choose Setup > Bookkeeping Activity Monitor, and then click the Reporting Defaults button.

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Bookkeeping Activity Monitor [Setup menu]

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