Use the System tab of the User Preferences dialog to choose the desired options settings for using any Creative Solutions Accounting program.
Choose Setup > User Preferences. In the User Preferences dialog, click the System tab. Click an individual option to change its current setting.
Note: The settings in this dialog are global (not client-specific). For a network installation, each workstation can have its own individual settings.
Options
Default setting = OFF
Marking this checkbox instructs the program to automatically display the File > Open Client dialog each time you start the Creative Solutions Accounting program so that you may choose an existing client to work with.
Default setting = OFF
Marking this checkbox instructs the program to display all lists with alternating white and light gray background colors, which may help to make lengthy lists easier to read.
For data entry in the Tasks > Transactions window for a GL client
Default setting = ON
Mark this checkbox if you prefer to use the ENTER key (rather than the TAB key) to move from field to field and to save the record.
- In the Checks and Deposits tab, press ENTER past the last field in the Checks grid to save the record OR press the TAB key to move the cursor to the Additional Distributions grid.
- In the Additional Distributions grid of the Checks and Deposits tab and in the Journal Entries tab, press ENTER past the last blank field to save the record.
Clear this checkbox if you prefer to use the TAB key to move from field to field. Pressing ENTER invokes the command associated with the default button.
Note: Regardless of the setting for this option, when in Browse mode in the Transactions window, you may press ENTER to invoke the command associated with the default button.
Default setting = OFF
Select this option if you prefer to use the ENTER key to move from field to field. (If this option is selected, press CTRL+ENTER to invoke the command associated with a default button.)
Clear this option if you prefer to use the TAB key to move from field to field. (When using the keyboard to choose the command associated with a default button, press ENTER.)
Default setting = OFF
A listbox is a single control that is a combination text field and drop-down list of acceptable options for that field. You can either type an item in the box or select an item from the drop-down list.
Click the arrow to the right of a listbox field (or press the F4 key) to open its drop-down list.
When the Always display a drop-down list of choices on data-entry views option is selected from the System tab in the Setup > User Preferences dialog. As you begin typing information in a listbox field, the program automatically displays its drop-down list of available options, with the closest match automatically highlighted.
(Please note that this feature is not available for any listbox field within a grid.)
Default setting = OFF
Select this option if you wish to view or edit tax information for the prior period. Otherwise, the current period is used.
Note: Unlike the other options in the System tab, this option is not saved when you exit the program.
Default setting = OFF
Select this option if you prefer not to enter the decimal when entering an amount. The program will automatically assume that the decimal follows all digits entered.
Example: 1000 = $1,000.00.
If this option is not selected and you enter an amount without a decimal, the system assumes the decimal precedes the last two digits that you enter.
Example: 1000 = $10.00.
Default setting = OFF
Select this option to load certain calculation-related information as you open a payroll data-entry window, rather than when processing an individual record. With this setting selected, a data-entry window or dialog will take a bit longer to display but will accept new records or changes to existing records more quickly.
Recommended only for use on slower computers.
Default setting = ON
Select this option to use the single-window display mode. Only the active data-entry window will be visible, and it will display in its maximum size.
Default setting = ON
Mark this option if you wish to have the program automatically display the New Client Setup dialog each time you create a new CSA client.
Default setting = ON
Mark this option to have the program display the client shortcut bar.
Default setting = OFF
Mark this option if you do not want to be warned if employee records exist with duplicate Social Security numbers. Otherwise, each time you open an employee record with a duplicate SSN, the program automatically displays a warning prompt listing the first five employees whose SSNs match that of the selected employee.
Note: Blank SSNs are not recognized a duplicates by the program.
Fields & buttons
Provides a brief description of the selected option.
Specify one of the following options by selecting it from the F4 drop-down list:
- When CSA is first opened
- When no other screens are visible
- Never
See also: Using the CSA Home Page
CREATIVE SOLUTIONS ACCOUNTING
