Examples of Bookkeeping Activity Monitor event setup in Accountant's Assistant

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017. CSA will not include 2017 tax rates or payroll forms, so, for 2017 and beyond, you will need to process payroll in another application. We recommend Accounting CS Payroll and myPay Solutions. For more information, see the following topics.

Activity Type Operator Amount Frequency
Adjustment Amount > 100.00
Balance Amount < 0.00
Check Amount > 100,000.00
Extra Export* Occurrence Every instance
Import Occurrence
Tentative Balance Amount < (10,000.00)

* An "extra export" is reported if a warning prompt for a future-period export is presented to the client, or if the client completes more one export within a 2-hour period.

Return to: Bookkeeping Activity Monitor [Setup menu]

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