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Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

The Impound Checkbook dialog allows you to enter information about your impound checkbook that will apply to all clients.

From the CSA main window, choose Setup > System Configuration > Impound Checkbook.

Fields & buttons

Checkbook List

Tabbed pages in this dialog

General tab

MICR tab

Direct Deposit tab

Bank Reconciliation tab

Related topics

• Procedures for handling impound
• If you delete a client that is using the impound feature, checks and fund transactions are not automatically deleted from the Impound checkbook. If these checks/transactions need to be removed from the impound checkbook, you must either delete the checks and transactions from the client prior to deleting the client, or delete the checks and transactions from the impound checkbook after the client is deleted and then adjust the impound balance as necessary.
• Renaming the client ID for an impounding client will cause records for that client to reflect the change within the Impound checkbook.
• Using the Save As command to create a new Impounding client will not duplicate any checks or transactions for the new client within the Impound checkbook.
• Renaming an impound checkbook

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