Vendors > Amortization Information tab

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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.

If you use ToolBox CS (version 2007.1.1 or higher) or TValue software (version 5 or higher) to prepare amortization schedules, you can export that information from either program to have it available for automatic use within your Creative Solutions Accounting software.

Choose Vendors from the Setup menu and then click the Amortization Information tab. To enable the fields on this tab for the selected vendor (and also disable the fields in the Standard Check grid on the Distributions tab), mark the Use amortization information for this vendor checkbox.

Notes

  • You first need to export the amortization data from the source program (either ToolBox CS or TValue), as described below.
  • To enable the fields on this tab for the selected vendor (and also disable the fields in the Standard Check grid on the Distributions tab), mark the Use amortization information for this vendor checkbox.
  • If you import vendor checks from Client Bookkeeping Solution, the import automatically separates the principal and interest portions of the total amount.

Exporting amortization data from ToolBox CS

To export the Custom Loan Payment Schedule from ToolBox CS as an XML file, complete the following steps.

  1. Open the Custom Loan Payment Schedule within ToolBox CS and choose File / Export Schedule.
  2. In the Export Schedule dialog, specify or browse to the location on your ML computer or network where you want the XML file to be saved.

    Note: ToolBox CS uses a default name for the XML file unless you specify a different name for the file.

  3. Click the Export button.

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Exporting amortization data from TValue

To export the amortization data from TValue as an XML file, complete the following steps.

  1. Open the Export Schedule dialog within TValue, select XML as the file type, and click OK.
  2. In the Save As dialog, specify the location on your computer or network where you want the XML file to be saved and also specify an appropriate file name.
  3. Click the Save button.

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