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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

You can add a new client to the application by copying all of the attributes of an existing client (except the client ID).

After opening the existing client, choose Save As from the File menu, enter a unique ID for the new client, and then click the Save button.

A copy of the current client's file is created and saved under the specified new client ID in the CSAData folder on your hard disk, and then immediately opens that newly saved client file.

See also: New Client [File menu] or Client Properties [File menu]

Note: You can use the Save As function to create a "template client" to help speed the setup for each new client that you want to add.

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