Transfer Cash Flow Lines dialog

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

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.

Engagement CS

Because Engagement CS gives you the flexibility to customize your cash flow lines in the cash flow worksheet, you can also transfer those lines from one engagement client to another from within the application.

Choose Setup > Cash Flow Worksheet > Transfer Cash Flow Lines and select the engagement client from which to transfer cash flow lines. Click Yes in the verification dialog to complete the transfer process.

The following items are replaced and removed during the cash flow line transfer:

Notes

  • No amounts are transferred during the transfer.
  • You cannot transfer cash flow lines to another client if a cash flow worksheet has not yet been created for that engagement client.

Share This