Add/Remove Services dialog

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Change to CS Support service hours

Our Support department is closed on Friday, April 28th for a company event. However, limited Accounting CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline for quarterly payroll tax forms.

Links to our most popular payroll tax processing topics are available in the Alerts and notices section on the right side of most pages.

Use this dialog to add or remove Accounting CS services that your firm will provide for the selected client and to enable Accounting CS Client Access for your clients who will use Accounting CS in their own businesses.

Choose Setup > Clients and click the Ellipsis button button in the Services section of the Main tab.

Notes

  • The services that are available for selection depend on your firm's current licensing.
  • Adding or removing services may change the availability of screens and menu options for the current client. When you clear a checkbox for a service, the screens that apply to that service are no longer available for the client. However, if you remove a service that is enabled for one or more clients, the application does not remove commands that apply to that service from menus or navigation bars.
  • You can enable the Payroll service for live payroll processing for either the firm (in the Services section) or the client (in the Client Access Services section), but not for both.
  • Your firm maintains the ability to impound payroll funds and to control check printing and direct deposit processing only if the Payroll service is enabled for the firm.
  • You cannot disable the Payroll service if there are any unprinted payroll checks.
  • The application does not delete existing data from the database when services are removed or unlicensed. The application still displays the data to ensure the integrity of balances, reconciliations, and so forth.
  • Additional NetClient CS fees apply to the Client Access services.

Fields & buttons

Select the services that your firm will use when setting up and processing data for this client in Accounting CS.

  • Accounting. Mark this checkbox if you will use Accounting CS for write-up and trial balance tasks (general ledger, account segments, journals, trial balance, etc.).
  • Payroll (After-the-fact). Mark this checkbox if you will use Accounting CS for after-the-fact payroll processing (compliance reporting for employees and vendors).
  • Payroll. Mark this checkbox if you will use Accounting CS for live payroll processing (printing payroll checks, batch check entry, accruable benefits, editing shortfall balances, etc.).
  • Workpapers. Mark this checkbox if you will use Accounting CS for workpaper processing.

Note: This section is available to only those firms that run Accounting CS in the Virtual Office CS or Software as a Service (SaaS) environment. To make the fields in the Client Access Services section available, you must first enable firm security on the Preferences tab of the Setup > Firm Information > Firm screen. Also, you must mark the Accounting checkbox in the Services section to enable Accounting CS Client Access.

To enable your client to use Accounting CS via Virtual Client Office, mark the Enable Client Access checkbox and then select the services that the client will use in their Accounting CS application. Note that additional NetClient CS fees apply to the Client Access services.

  • Check Writing. Choose this option if your client will use Accounting CS for basic accounting and checkwriting tasks (vendor payments, bank account reconciliation, etc.). Note that this service does not include payroll checks.
  • Check Writing and Payroll. Choose this option if your client will use Accounting CS for basic accounting, checkwriting, and after-the-fact or live payroll check processing tasks.

    Note that if both the Payroll and Payroll (After-the-Fact) checkboxes are marked in the Services section above, your firm has full payroll capabilities when setting up and processing data for this client. This means that your client will not have full payroll capabilities in their Accounting CS application, and you can use the Limit payroll to checkboxes to restrict the client's payroll capabilities.

    • If you mark only the Setup checkbox, the client can set up employee payroll information and access payroll reports, but they cannot access payroll processing or data-entry screens.
    • If you also mark the Time Entry checkbox, the client can enter payroll data in the Enter Batch Payroll Checks screen. Your firm maintains the ability to impound payroll funds and to control check printing and direct deposit processing.
    • If you do not mark either checkbox, your client will have full payroll capabilities, and you must clear at least the Payroll checkbox in the Services section above.
  • Client Accounting. Choose this option if your client will use Accounting CS for basic accounting, checkwriting, and accounts payable or accounts receivable tasks. This option includes the Check Writing and Accounts Payable and/or Accounts Receivable services.
  • Full Service Bundle. Choose this option if your client will use Accounting CS for basic accounting, checkwriting, after-the-fact or live payroll check processing, and accounts payable or accounts receivable tasks. This option includes the Check Writing, Payroll, Accounts Payable and/or Accounts Receivable services.

    Note that if both the Payroll and Payroll (After-the-Fact) checkboxes are marked in the Services section above, your firm has full payroll capabilities when setting up and processing data for this client. This means that your client will not have full payroll capabilities in their Accounting CS application, and you can use the Limit payroll to checkboxes to restrict the client's payroll capabilities.

    • If you mark only the Setup checkbox, the client can set up employee payroll information and access payroll reports, but they cannot access payroll processing or data-entry screens.
    • If you also mark the Time Entry checkbox, the client can enter payroll data in the Enter Batch Payroll Checks screen. Your firm maintains the ability to impound payroll funds and to control check printing and direct deposit processing.
    • If you do not mark either checkbox, your client will have full payroll capabilities, and you must clear at least the Payroll checkbox in the Services section above.

Master client. If this client was originally set up as a consolidation client, the checkbox will be marked. You cannot change the setting for this checkbox. You cannot change the master client status of that client. All master clients remain master clients; all non-master clients remain non-master clients.

Related topics

Setting up a client for Accounting CS Client Access

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