CREATIVE SOLUTIONS ACCOUNTING- Alerts and notices
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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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.
For licensed users of Financial Analysis CS, which can store up to ten years of financial data per client and enables you to compare the financial data of two or more of your clients' businesses to benchmark their financial position in relation to other similar companies or to a standard provided by your own industry source. This can help your clients to make informed decisions about key areas of their businesses, including growth strategies, investments, and staffing levels.
Integrated industry source data is also available for Financial Analysis CS users who subscribe to the RMA Annual Statement Studies and/or the Data Exchange.
From the CSA main window, choose Utilities > Transfer Data to Financial Analysis CS.
For integration with Financial Analysis CS to be available, you need to have Creative Solutions Accounting v.2004.4.1 or higher installed.
CSA data is transferred to Financial Analysis CS via account groups (for a Write-Up CS client or a Trial Balance CS client) or via grouping schedules (for a Trial Balance CS client). To create or modify account groups in CSA, choose Setup > Account Groups. To define grouping schedules, choose Setup > Grouping Schedules.
Special information
- You can transfer the following types of client data from Write-Up CS and/or Trial Balance CS for peer and industry comparisons within the Financial Analysis CS software: general client information (client ID, name, address information, contact information, entity type, industry code, and the current fiscal year); number of employees; additional amounts; account group balances for up to ten years of data.
- Transfer of data to Financial Analysis CS will not reflect any changes to balances resulting from a Tax Adjustment-Tax Code type of adjusting journal entry.
- You can use Financial Analysis CS to filter clients based on criteria such as industry code, annual revenue, and geographic location; to compare and report on the financial position of two or more CSA clients; to compare data from multiple years and periods for a single client; to compare statements on a monthly, quarterly, semi-annual, or annual basis; to create customized groups of two or more clients to create a custom industry; to access up to ten years of historical client data; to add financial data for a non-CSA client or industry.
For a Trial Balance CS client
You also need to select the source of the data (account groups or grouping schedule) to be transferred to Financial Analysis CS.
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