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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

The Balance and Transaction Utilities dialog allows you to copy or move GL balances, budgets, and/or transactions from one or more periods to another period. It also allows you to delete balances, budgets and/or transactions from any previous period(s).

From the CSA main window, choose Utilities > Balance and Transaction Utilities.

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