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.

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.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