Warning
Product support for the ended on September 30, 2020.
- Write Up CS
- Payroll CS
- Engagement CS
- Client Bookkeeping Solution
- Financial Analysis CS
Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.
The Client Listing dialog is a standard double-pane display dialog that allows you to view your client list, as well as to print a list of specified clients.
Open this dialog by choosing Client Listing from the Utilities menu.
See also: Viewing or printing the Client Listing
Fields & buttons
Displays the ID and name of all clients available that match the currently selected focus criteria (except those already listed in the right-hand pane).
- You may limit the clients displayed in this pane by using the options in the Focus client listing group box.
- You may sort this list by clicking the Client ID or Name button at the top of this pane.
- Double-click a client name to select it and move it to the right-hand pane.
Choose one of the following options:
- All CSA Modules
Choose this option to display all clients in the Clients available pane.
- Selected CSA Modules
Choose this option and then mark one or more of the following checkboxes to display in the Clients available pane only the clients with matches to all of the selected modules.
- Payroll CS
- Payroll Compliance module
- General Ledger module
- Financial Reporter module
- Trial Balance CS
- Engagement CS
Displays the client ID and name of all clients currently selected for printing.
You may choose to preview or print the Client Listing sorted either by Client ID or by Client Name.