Security > Checkbook tab

Alerts and notices
Leave feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.

Characters left:

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

The settings in the Checkbook tab in the Security dialog enable you to set up security for each checkbook - by CBS user and for each CBS module.

From the Accountant's Assistant main window, choose Setup > Security and then click the Checkbook tab.

Fields & buttons

Checkbook security grid. This grid lists each checkbook already set up for the client via the Setup > Checkbook dialog in CSA.

Related topics

Security [Setup menu]

CBS security settings available for selection from Accountant's Assistant

Top of page

Share This