Frequently asked questions (Transmittal Letters)

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

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Inserting variables in a transmittal letter

Can I use the same transmittal letter for more than one client and yet ensure that the client-specific information is automatically updated for each client?

Inserting a firm logo or other graphics into a transmittal letter

How can I insert my firm's logo or other graphic into a transmittal letter?

Headers and footers in transmittal letters

How do I add headers and footers to a transmittal letter?

How do I view or edit the headers and footer in a transmittal letter?

Adding a border to a transmittal letter

How can I add a border to a transmittal letter?

Justifying text in a client letter

Is there way to justify the text in a client letter?

Working with variables

What is the purpose of the duplicated variables in the Variables dialog? Some are there twice with different (truncated) names.

Inserting a Word document into an existing transmittal letter

I want to insert a Word document into an existing transmittal letter in CSA. How can I do that?

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