Automatic Journal Entries [Setup menu]

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Write-Up CS allows you to define automatic journal entries for the selected client. The application automatically calculates transactions each period based on your entries in this dialog. You need to enter information for automatic journal entries just once per client, although the amount of the actual journal entry can vary each month based on the specified calculation. Each time transactions are posted, the application removes any automatic journal entries previously saved for the period and calculates new entries based on the current-period information.

Choose Automatic Journal Entries from the Setup menu.

Note: To verify the calculations for automatic journal entries during data entry from Tasks > Transactions window, choose the Automatic Journal Entries Diagnostics command from the Edit menu or from the F3 or right-click context menu. If you have selected Do not make automatic entries in the Transactions Options dialog, no automatic journal entries are calculated by the application.

See also: Client Setup Overview

Special information

Top of page

Tabbed pages in this dialog

Percentage tab

Inventory tab

Income Tax tab

Overdraft tab

Top of page

Fields & buttons

Top of page

Share This