New Client or Client Properties > Trial Balance tab

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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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.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 Trial Balance tab of the New Client dialog or the Client Properties dialog to specify setup information for a (non-GL) Trial Balance client. Properties available from this dialog include: processing and period options, years of balances and transactions to save, and choice of entity type.

From the CSA main window, choose File > New Client or File > Client Properties and then click the Trial Balance tab.

Note: The Trial Balance tab appears only if the General Ledger module has not been selected for processing the client. Certain fields are available only if both Trial Balance CS and Engagement CS are selected for processing the client.

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