Warning
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Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.
The Client Selection dialog is used to select clients for export, retrieval, or portal deletion, depending on the action you are currently taking. You can choose to select all clients, or specify individual clients. If you are choosing select clients, double-click the name of each client you want to export, retrieve, or delete from the portal.
Web Employee client portal deletion: From the CSA main window, choose Utilities > Web Employee Utilities > Queue Portal Deletions > Client.
Remote Payroll Global Processing: From the CSA main window, choose Utilities > Remote Payroll Global Processing and then choose either Export or Retrieval.
Fields & buttons
Choose either the All clients or the Selected clients option to specify whether you want to select all or specific clients for export, retrieval, or portal deletion.
If you choose Selected clients, the Clients available list will display all clients using Payroll CS.
All of your clients using Payroll CS are listed here, except those already listed in the Clients selected list. You can sort this list by clicking the ID, Name, or SSN button at the top of this pane.
Double-click a client name to include it for export, retrieval, or portal deletion.
All clients listed here are currently selected for portal deletion.
Double-click a client name if you do not wish to include it for export, retrieval, or portal deletion.
Queues all of the selected clients for export, retrieval, or portal deletion and then opens the CS Connect dialog, where you can immediately transmit the information.
Queues all of the selected clients for export, retrieval, or portal deletion (depending on which action you are currently taking) for later transmittal to the Web Employee portal via CS Connect.
Related topics
Web Employee overview
Using the Remote Payroll Entry service with NetClient CS portals and CS Connect
CREATIVE SOLUTIONS ACCOUNTING
