Administration > Firm tab > Transfer Configurable Files

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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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.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 this dialog to copy customized items such as global transmittal letters and global financial statements from one data location to another. For example, multiple offices of the same firm that share an installation of CSA can copy items like customized fieldviews, check layouts, and payroll items from one office to all other offices.

Please note when transferring global data that the transfer process cannot create new folders on the fly. You will first need to create the necessary folders at the desired locations and then complete the transfer procedure.

See also: Administration > Firm tab

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