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Product support for the ended on September 30, 2020.
- Write Up CS
- Payroll CS
- Engagement CS
- Client Bookkeeping Solution
- Financial Analysis CS
Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.
Use the Address & Accounts tab of the Vendors window to record alternate address information for the selected vendor, as well as a threshold amount, GL account triggers for an Agent vendor , and a memo that will appear on each check that you print for this vendor. Alternate information entered on this tab is used on all 1099s and checks for this vendor, overriding the information on the General tab.
In addition, for an Agent vendor, you may optionally choose whether to have the program automatically consolidate multiple system-generated unprinted Agent checks for the vendor.
Note: Agent vendor checks will not be created when you are in a prior payroll period.
Alternate name and address information entered on this tab is used on all 1099s and checks for this vendor, overriding the information on the General tab.
Fields & buttons
Use these fields to enter the vendor's mailing address, if it is different from the address entered on the General tab. The program will use the information in both the Street #1 and Street #2 fields, up to 40 characters on 1099s.
Notes
- If you leave these fields blank, the program automatically uses the address fields on the General tab as the vendor's mailing address.
- Both the City and Zip fields are custom fieldviews.
You can enter a threshold amount here to use as a reminder. After payroll checks have been printed, the program will provide a warning prompt if the total amount for unprinted checks for this vendor reaches or exceeds the amount in this field.
If the selected vendor is a payroll agent: Enter the G/L accounts for the payroll tax amounts that you will pay to this vendor.
When you print payroll checks (or enter handwritten payroll checks) that include amounts for any of these accounts, the program will automatically generate a corresponding vendor check for this payroll agent. If a single account is assigned to more than one payroll agent, any amounts posted to that account will be added to each payroll agent's check record.
Notes
- Mark this checkbox if you wish to have the program automatically consolidate multiple unprinted checks for an Agent vendor. When payroll-related checks are generated for this vendor, any other checks for the same vendor are combined into a single check. (Distribution amounts with the same account number are combined in the single new check, and all individual checks whose contents were consolidated are deleted from the system.)
If the net amount of a vendor check resulting from a consolidation is zero, the check will be removed from the system. In other words, zero amount checks are not generated or supported by this mechanism.
- Agent vendor checks will not be created when you are in a prior payroll period.
If the selected vendor is a payroll Agent, mark this checkbox if you wish to have the program automatically consolidate multiple system-generated unprinted Agent checks for this vendor. When payroll-related checks are generated for this vendor, any other checks for the same vendor are combined into a single check. (Distribution amounts with the same account number are combined in the single new check, and all individual checks whose contents were consolidated are deleted from the system.)
Note: If the net amount of a vendor check resulting from a consolidation is zero, the check will be removed from the system. In other words, zero amount checks are not generated or supported by this mechanism.
You can specify the checkbook to be used for agent checks. Select the appropriate checkbook from the drop-down list.
If the checkbook in which payroll checks were created is set to both payroll and vendor, the Default selection will use that checkbook to create agent checks.
If the checkbook in which payroll checks were created is set to payroll only, the Default selection will use the first vendor checkbook in the list to create agent checks.
You can enter a brief memo that will automatically appear on each check that you print for this vendor.
CREATIVE SOLUTIONS ACCOUNTING
