Administration > Firm tab > Transfer Configurable Files

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Warning

Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

Use this dialog to copy customized items such as global transmittal letters and global financial statements from one data location to another. For example, multiple offices of the same firm that share an installation of CSA can copy items like customized fieldviews, check layouts, and payroll items from one office to all other offices.

Please note when transferring global data that the transfer process cannot create new folders on the fly. You will first need to create the necessary folders at the desired locations and then complete the transfer procedure.

See also: Administration > Firm tab

Fields & buttons

Source office

Destination office

Types of information to transfer

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