Client Selection dialog

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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. CSA will not include 2017 tax rates or payroll forms, so, for 2017 and beyond, you will need to process payroll in another application. We recommend Accounting CS Payroll and myPay Solutions. For more information, see the following topics.

The Client Selection dialog is used to select clients for export, retrieval, or portal deletion, depending on the action you are currently taking. You can choose to select all clients, or specify individual clients. If you are choosing select clients, double-click the name of each client you want to export, retrieve, or delete from the portal.

Web Employee client portal deletion: From the CSA main window, choose Utilities > Web Employee Utilities > Queue Portal Deletions > Client.

Remote Payroll Global Processing: From the CSA main window, choose Utilities > Remote Payroll Global Processing and then choose either Export or Retrieval.

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Related topics

Web Employee overview

Using the Remote Payroll Entry service with NetClient CS portals and CS Connect

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