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• You can search for specific information (such as a state name) in this article. Details

  Follow these steps.

  1. Expand the text for the applicable sections or click the Show expandable text link at the top of this article to expand all text in the article.
  2. Press CTRL+F on your keyboard to open a search field above the toolbar.
  3. Enter the search term in the search field. As you type your search term, the Help & How-To Center highlights all instances of the term in the body of the article.
• 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

• We have made the following enhancements to Bank Feeds
  • We have added the Options hyperlink in the Bank Feeds portlet. Details
    In the Options dialog, you can specify the default description to use for the retrieved transactions (transaction description or vendor name) and the number of days offset for matching transactions.
  • We have added the Import Statement File hyperlink in the Bank Feeds portlet. Details
    If your client's financial institution doesn't support the direct connection to Accounting CS, you can download a file (OFX, QIF, QFX, or BAI2) from the institution and then import the data from that file.
• We have addressed the following issues with Bank Feeds.
  • For staff members without access to the Firm client record, an error occurred during the Link Account process in the Setup > Bank Accounts screen and in the Firm Bank Status portlet of the Bank Feeds Dashboard.
  • In certain circumstances, the Bank Feeds status erroneously displayed Invite Pending, causing an error to occur during attempts to click the Unlink Account button in the Setup > Bank Accounts screen and in the Firm Bank Status portlet of the Bank Feeds Dashboard. Details
    This occurred if the registration email wasn't successfully sent to the account holder, or if the registration email expired.
• We have addressed the following issues.
  • In certain circumstances, an issue prevented the Actions > Reconcile Bank Accounts screen from retaining column arrangements and from properly sorting by the Amount column. Details
    This issue occurred in the Deposits & Additions tab, the Checks & Payments tab, and the Direct Deposit tab.
  • In certain circumstances, Accounting CS used an incorrect description on checks and payments that were created from on-demand templates in the Actions > Enter Transactions screen.
  • The application didn't transfer selected accounts (via the Selected method) for the Chart of Accounts data type in the File > Transfer Client Information dialog.

Accounting

• We have addressed the following issues.
  • In certain circumstances, the application closed during attempts to save client records in the Setup > Clients screen. Details
    This issue occurred for client records that had a non-default current fiscal year end date or period frequency in the Accounting Information tab of the Setup > Clients screen.
  • In certain circumstances, the application closed or used amounts that were off by one cent during the year-end close process. Details
    This issue occurred for client records using multiple distributions with atypical percentages for the distribution of net income.

Workpapers CS

• We have added the Segment Only option in the Custom Excel page of the Add Workpaper Wizard for clients that have segmented accounts. Details
  This option filters out core accounts and shows all segmented accounts.

Reports

• We have addressed an issue that prevented the All date option from being honored on accounting reports and financial statements.

General - Payroll

• We have updated the workers’ compensation wage limits for 2018 for New York and Wisconsin and for 2019 for Michigan and Minnesota.

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 added the Require direct deposit allocation checkbox to the Main tab of the Payroll Items screen for deduction items and employer contribution items. Details
  When you mark this checkbox for a deduction item or employer contribution item, Accounting CS requires that a direct deposit allocation be set up for that payroll item for any employee that uses it. The checkbox is not available if no agent is selected, nor is it available for deductions that are garnishments.
• We have addressed an issue that, in certain circumstances, prevented the Actions > Reconcile Impound Bank Accounts screen from retaining column arrangements and from properly sorting by the Amount column. Details
  This issue occurred in the Deposits & Additions tab, the Checks & Payments tab, and the Direct Deposit tab.
• 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

• We have added the ability to refresh suspended batches of payroll checks in the Actions > Enter Batch Handwritten Payroll Checks screen. For more information, see Refreshing payroll check information.
• Ohio. We have addressed an issue that caused the Form IT-501 electronic file to include the incorrect period begin and period end dates for semiweekly filers.

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.

• Payroll tax forms updated

  We have updated the following forms, internet files, and electronic files to the latest versions available from the agencies. Those forms marked with an asterisk (*) were released via an alert between application updates, not as part of the current release.

  State

  • Oregon – Form STT-2
• Tax agents updated

  We have updated the following tax agents.

  Local

  • Ohio. We have updated the form filing address for the Village of Walton Hills tax agent.

Related articles

Prior release user bulletins

Support Contact Information page on our website

Finding answers in the Help & How-To Center

Accounting CS Ideas Community

Ordering Forms W-2, 1099, and 1095-C

Payroll Year-End Processing tips