Security [Setup menu]

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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.

Use the Security dialog to define unlimited passwords permitting user access (including the four default users) to various features in CBS. A password may consist of up to eight alphanumeric characters and may include spaces.

From the Accountant's Assistant main window, choose Setup > Security.

Special information

There are four default users set up in the Security dialog. In general, you control the Accountant and Administrator classifications. You cannot delete any of the four default users.

If you set up a user in Accountant's Assistant with the same password as a user in CBS, the application will overwrite the user in CBS with the user set up in Accountant's Assistant, thereby deleting the CBS user.

Tabbed pages in this window

CheckWriter tab

PayCheck tab

Accounts Payable tab

Accounts Receivable tab

Financial Statements tab

Direct Deposit tab

Checkbook tab

Fields & buttons

Related topics

CBS security settings available for selection from Accountant's Assistant

Overview of CBS client setup in Accountant's Assistant

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