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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Use the Balance Definitions dialog to edit the three of the four types of balances, Report, Tax, or Other (Report, Tax and Other are three of the five reporting bases used in reports and financial statements for Trial Balance CS clients). In theView Maintenance dialog, you can select balances defined in this dialog to display in theTrial Balance window.

Choose Setup > Balance Definitions.

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