Creating location and department accounts for a Write-Up CS or Trial Balance CS client

Show expandable text

Warning

Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

To create location and department accounts, you must first enter location and department numbers and set up combining accounts. To enter the descriptions, click the Enter Loc / Dept Descriptions button on the Create Locations and Departments dialog.

To add the locations and/or departments to the Chart of Accounts follow this procedure:

  1. From browse mode in the Setup > Chart of Accounts window, choose Edit > Create Location and Department Accounts.
  2. Double-click one or more location/department combinations to select them in the right-hand pane.
  3. Click the Create button to automatically add the new Location/Department accounts to the Chart of Accounts.

See also

Customizing the Chart of Accounts for a Write-Up CS or Trial Balance CS client

CSA Guide to Working with Location/Department Clients (PDF)

Top of page

Was this article helpful?

Thank you for the feedback!