Getting started with Accounting CS

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This getting started topic presents an outline of the steps to follow to set up your firm, staff, and client information to begin using Accounting CS. We recommend setting up your firm, staff, and client information in the order listed below.

If you are converting your information from Creative Solutions Accounting, follow the steps in the Converting client data from Creative Solutions Accounting (CSA) help topic.

When you log in to the application for the first time, use the ADMIN user ID and leave the password blank.

CS Professional Suite account setup

Before your staff can begin using Accounting CS in your firm, you must set up an account on the CS website for each staff member who will use the application. The CS Professional Suite application security overview topic explains the security measures we have taken to ensure that your clients' information is protected.

When you open Accounting CS, the CS Professional Suite login screen will open. Use your Thomson Reuters ID and password to log in. See Signing in to Accounting CS for details.

Firm information setup

The first step in setting up the Accounting CS application is to enter information about your firm and to set up items your firm uses in processing data for your clients. The Firm setup overview topic provides a step-by-step list of procedures for setting up your firm information.

Staff information setup

After you enter information about your firm, you can enter information about each of your firm's staff members who use Accounting CS. You can also set options for the Accounting CS application to make it efficient and easy for your staff to use. The Staff setup overview topic provides a step-by-step list of procedures for setting up your staff information.

Client information setup

Before you can start processing data for your clients, you must first set up client records and define the information you will be tracking and processing. The Client setup overview topic provides a step-by-step list of procedures for setting up client information.

Employee information setup

The Employee setup overview topic provides a list of procedures for setting up information for your clients' employees.

Accounting CS Workpapers setup

Once you have set up security and workpaper privileges for your staff, you can create an engagement binder from the Setup > Engagement Binders screen. (Note that you must have the Workpapers license installed to activate the Workpapers service.

Use the Workpapers Dashboard to manage all types of source documents - including tax returns - and simultaneously view balances, workpapers, reports, and more from one customizable workspace.

See also: Engagement processing, overview

Additional features setup

Although not required, there are a number of features available in Accounting CS to help optimize the processing of client data.

  • Accounts payable (features that help your client with accounts payable processing)
  • Accounts receivable (features that help your client with accounts receivable processing)
  • Custom fields (fields used by your firm for tracking information that is not tracked in the application's default configuration.
  • Data-entry confirmation (method for validating the data entered in specified fields)
  • Event tracking (method for monitoring all activities that occur within the firm database)

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