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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Additional amounts (like text variables) are used in financial statements and transmittal letters. Up to 99 additional amounts are available per client.

Because additional amounts are client specific, you can use one financial statement for a number of clients and not have to modify each statement by hand. It is also much easier to edit an additional amount each period (if necessary) than it is to modify the statement.

Example: You might need to include square footage in a statement for certain clients, or you might need to include the number of beds for medical clients. For each client then, you could define Amount 1 with both a label and an amount appropriate to that client (Square Feet, or Beds). Then, when setting up a financial statement for those clients, you could simply include Amount 1 as the variable. Finally, when printing the statement for each client, the client's own information for square footage or number of beds would appear on the report.

From the CSA main window or from the Financial Statement Editor window, choose Setup > Additional Amounts.

Note: You cannot edit the additional amount description, but you may edit both the label and the amount fields to include information specific to the selected client.

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