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- You can search for specific information (such as a state name) in this article. Details
- If you are looking for a specific update, but it doesn't appear in this bulletin, try checking the Accounting CS Alerts & notices article.
General
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We have addressed an issue with unprinted checks in the Actions > Reconcile Bank Accounts screen. Details
Accounting
- You can now invite your clients to register for OnBalance Express, a cloud-based accounting application that helps small business owners run their business from anywhere with ease. Details
- We have addressed the following issues.
- Certain issues occurred with the Color and Separator fields in the Account Mask tab of the Setup > Clients screen. Details
- In certain circumstances, Accounting CS incorrectly cleared values in the Year End Close dialog. Details
- In certain circumstances, the Multiple Selection dialog accessed from the Segment Selections dialog displayed extra rows. Details
- In certain circumstances, Accounting CS incorrectly reset the date of proxy transactions when you entered balances in the Actions > Enter Trial Balance screen. Details
Accounts Payable
- We have addressed the following issue.
- In certain circumstances, Accounting CS displayed an unrelated error message instead of the appropriate message in the Actions > Manage Payments screen. Details
Accounts Receivable
- We have addressed the following issues.
- The following issues occurred in the Actions > Manage Customer Payments screen and the Actions > Apply Customer Payments screen.
- In certain circumstances, Accounting CS displayed and saved the wrong sales tax item on invoice templates in the Setup > Invoice Templates screen.
Import of client data from QuickBooks Pro
- We have addressed an issue that caused Accounting CS to import some, but not all, transactions within a specified date range from QuickBooks Pro.
Reports
- We have made performance improvements to the speed of previewing and printing balance-based reports and financial statements. These improvements mainly impact performance for larger client records that have a significant number of GL accounts and account segments.
- We have addressed the following issues.
- Accounting CS closed during attempts to preview or print the Tax Reconciliation Worksheet - Detailed accounting report.
- In certain circumstances, the Multiple Selection dialog for segment code selections displayed extra rows. Details
- Certain accounting reports did not reflect the settings in the Journal Entry Format section of the report options. Details
Report Designer
- We have addressed the following issues.
- In certain circumstances, the Multiple Selection dialog accessed from the Segment Selections dialog displayed extra rows. Details
- In certain circumstances, report data was incorrect for reports using row conditional expressions. Details
- In certain circumstances, Accounting CS closed during attempts to refresh the preview window if more than one preview window was open for the same report.
Layouts
- We have addressed an issue that caused Accounting CS to close during attempts to print checks using a check layout that contained the MICR Line variable, but did not contain the Check Number variable.
General - Payroll
- InterceptEFT is now Kotapay. We have replaced all references of InterceptEFT with Kotapay within the Accounting CS interface and the Help & How-To Center.
- We have updated the workers’ compensation wage limits for 2018 for North Dakota and Pennsylvania.
- You can now process the most recent prior payroll schedule in the Actions > Enter Batch Payroll Checks screen. For more information, see Processing a prior payroll batch. (Accounting CS Ideas Community #128)
- Kentucky. We have added a
field to the Unemployment Rate dialog. Details - Rhode Island. We have addressed an issue that sometimes prevented the alternate unemployment tax wage limit from being used even though the Alternate wage limit checkbox was marked for the client. Details
Accounting CS Payroll, for live payroll processing
In addition to the changes made for general payroll features listed above for after-the-fact payroll processing, the following changes have been made for the live payroll processing features specific to Accounting CS Payroll.
- We have updated impound payment transactions. Details
- We have addressed an issue with the Payroll Tracking portlet. Details
- For every release, be sure to check the Updates for payroll tax rates, limits, and minimum wage rates (year to date) article to stay on top of changes that may affect your firm and clients.
Payroll compliance
- Utah. We have addressed an issue that caused Accounting CS to create the Form TC-941E internet file using the wrong format. If you have processed a second-quarter form for a client, you will need to re-process it.
Updates for payroll tax forms, tax agents, and new hire files
To search for a specific state, locality, form, or file in one of the sections listed below, follow these steps.
Accounting CS includes two interactive tools that provide valuable payroll tax information.
- The Payroll Form and Filing Information portlet provides information on federal, state, and certain local tax agents in the Home Dashboard or Firm Dashboard.
- The State-specific payroll tax form information article provides information on state payroll tax forms, processing tips, due dates, filing methods, agency information, tax payment details, state ID formats, e-filing notes, new hire reporting requirements, and more.
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