InsurePay Client Setup dialog

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Warning

Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

Use the InsurePay Client Setup dialog to enter client information required by InsurePay, which is one of our preferred partners for pay-as-you-go workers' compensation insurance.

Please note that this dialog is accessible only if you have already downloaded the required consent files from InsurePay, via CS Connect.

Choose Utilities > Third-Party Workers' Compensation > Client Setup.

Fields & buttons

Company ID/Policy number/Effective date/Expiration date

Payroll frequency

Policy status

Related topics

InsurePay overview and paperwork

InsurePay frequently asked questions

Using InsurePay with Payroll CS (PDF)

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