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Browse all Accounting CS Client Access help
Here's a list of all articles for Accounting CS Client Access. Feel free to explore!
- Accruable benefits
- Accruable benefit examples - states with required sick leave
- Add accruable benefits to an employee record
- Adjust the beginning balance for accruable benefit items
- Display accruable benefit information in the Wages section of check stubs
- Set up accruable benefits
- Set up graduated table for accruable benefit items
- Show accruable benefit information in pay section on check stubs
- Troubleshooting tips for accruable benefits
- Bank accounts
- Bank Feeds
- Bank feed rules examples
- Bank Feeds - Bank account details
- Bank Feeds - import transactions from a financial institution
- Bank Feeds - Link your bank account
- Bank Feeds powered by Envestnet Yodlee
- Use your CS Professional Suite or Onvio credentials to sign into Bank Feeds
- Work in the Bank Feeds Overview portlet
- Work in the Bank Feeds portlet
- General
- Impound
- Reconciliations
- Checks missing from the Reconcile Bank Accounts screen
- Correct dates on bank reconciliations
- Customize the Bank Account Reconciliation screen
- Enter amounts in the Statement Summary
- Enter checks and debits from a printed bank statement
- Export reconciliation adjustments
- Import bank statements for reconciliation
- Perform the first bank reconciliation
- Reconcile bank accounts
- Split-deposit feature for bank account reconciliation
- Troubleshoot an unreconciled amount in bank account reconciliation
- Unfinalize a reconciled bank account
- Bank Feeds
- Chart of accounts and posting periods
- Chart of accounts
- Add account segments
- Add accounts to the chart of accounts
- Assign codes to multiple accounts
- Chart of accounts mask and segments examples
- Chart of accounts overview
- Correct an out-of-balance chart of accounts
- Delete account segments and account codes
- Enter beginning balances for a client's Chart of Accounts
- Import a chart of accounts from a spreadsheet
- Merge accounts
- Renumber a chart of accounts
- Segment multiple accounts
- Set up account groupings
- Set up the chart of accounts mask
- Tax code assignments for general ledger accounts
- Tax codes not displaying
- Posting periods
- Chart of accounts
- Direct deposit
- ACH file - structure and contents
- Company entry description for vendor direct deposit transactions
- Create ACH files
- Direct deposit overview
- Error: Unable to process funding for client and vendor because withdrawal bank account is invalid
- Frequently asked questions about Kotapay processing
- Fund payroll transactions
- Impound error: Withdrawal bank account is invalid
- Manage direct deposit files
- Prenote direct deposit files
- Preview or print ACH files
- Print checks for direct deposit
- Process billing impound ACH files using Kotapay
- Process direct deposit
- Process direct deposits with Kotapay
- Run direct deposit processing reports
- Set up a direct deposit bank account
- Set up a vendor or agent to receive direct deposit payments
- Set up employee to receive direct deposit payroll checks
- Use Kotapay
- Enter accounting transactions
- Auto-reverse journal entries for the next period
- Client staff unable to delete or change firm transactions
- Enter accounting transactions
- Enter transactions options dialog
- Enter Transactions screen
- Modify transactions
- Possible reasons why certain transactions can't be modified
- Print vendor checks or payments
- Reassign bank accounts for inactive transactions
- Set data-entry options for the Enter Transactions screen
- Set up scheduled transactions
- Set up transaction templates
- Spreadsheet import - transactions
- Transaction entry options: Journal and Bank account modes
- Transaction templates and how to use them
- Transactions missing from the Enter Transactions screen
- Transfer transactions between journals
- Use transaction templates to create transactions
- Void, delete, or reverse transactions
- Enter payroll checks
- Allocate tips
- Analyze Client Activity - Payroll Schedules
- Calculations for Pennsylvania local taxes
- Correct a payroll check when MICR line is missing or printing in the wrong font
- Correct a payroll check with a pay item that had incorrect taxability
- Correct a payroll check with the wrong pay item used but the taxability is the same
- COVID-19 Employee Retention Credit
- Create on-demand payroll checks
- Employee is missing from the Enter Batch Payroll Checks screen
- Enter batch handwritten payroll checks
- Enter batch payroll checks
- Enter employee historical earnings
- Enter historical payroll checks in sequence
- Enter individual payroll checks
- Enter transactions options dialog
- Enter Transactions screen
- Exclude a payroll item from a specific payroll schedule
- Federal withholding amounts are incorrect
- Fix payroll checks with a negative net pay amount
- Generate liabilities for handwritten payroll checks
- Import batch handwritten payroll checks from a spreadsheet
- Import time entry data from a spreadsheet
- Location or department allocation of payroll items and taxes
- Modify pay date for batch payroll checks
- Negative check treatment
- Prepare a final payroll check for a terminated employee
- Print payroll check stubs
- Process a prior payroll batch
- Refresh payroll checks
- Reprint payroll checks
- Show accruable benefit information in pay section on check stubs
- Transfer transactions to a different bank account
- Troubleshooting payroll check tax calculations
- Void, delete, or reverse transactions
- Import data
- Integrate data with other applications
- Miscellaneous
- “A program is trying to send an e-mail message on your behalf” warning in Outlook
- Add list entries for custom fields
- Adjust screen settings
- Client dashboard
- Copy files or folders from Virtual Office CS server
- Customize the Navigation pane and Reports lists
- Keyboard shortcuts
- Set up custom fields
- Troubleshoot printing issues
- Use dashboards
- Set up client information
- Accelerated deposit schedules
- Account balances, journal entry types, and reports in a consolidated client
- Add a new client record
- Add accounting information for a client
- Add work locations for a client
- Analyze Client Activity - financial statement worksheet
- Analyze Client Activity - general ledger
- Analyze Client Activity - trial balance
- Change a client's processing frequency
- Change or reset Accounting CS Client Access passwords
- Client dashboard
- Client setup order
- Client templates
- Create a new client template
- Delete a client record
- Row graph traversal message while deleting a client
- Select an industry code for a client
- Set up a client for fund accounting
- Set up a client with a 4-4-5 accounting period
- Set up client payroll information
- Set up client payroll tax information
- Set up journals
- Set up payroll departments for a client
- Set up payroll schedules
- Set up your client's customers
- Transfer client information
- Verify client and employee addresses
- View client's previous EIN history
- View year-to-date net income amounts for balance types
- Set up employees and payroll items
- 401(k) payroll item limits
- Add accruable benefits to an employee record
- Add payroll items to an employee record
- Adjust taxable wages for employees
- Child support garnishment
- Customize employee retirement catch-up and contributions
- Direct deposit HSA or alimony deductions
- Display accruable benefit information in the Wages section of check stubs
- Edit multiple employees
- Employee setup order
- Employer contributions setup examples
- Exclude from gross pay presentation - Examples
- Garnishment limits
- Increase employee pay rates to meet minimum wage requirements
- Link payroll items for an employee
- Make a vendor the payroll agent for garnishment
- Manage addresses for employees and vendors
- Manage inactive employee status
- Multi-state withholding calculation examples
- Pay item exclusion examples
- Required state-specific information for new hires
- Retirement plan payroll item limits
- Set up a non-taxable reimbursement payroll item
- Set up accruable benefits
- Set up alternate minimum wage rates for tipped employees
- Set up an employee
- Set up and manage independent contractors
- Set up cash advance loans for an employee
- Set up Chapter 13 bankruptcy garnishments
- Set up graduated table for accruable benefit items
- Set up health savings account (HSA) deductions and link them to a payroll vendor
- Set up multiple location or department employees
- Set up multiple workers' compensation codes for an employee
- Set up payroll items
- Set up payroll items for employees who earn tips
- Set up service charges
- Set up weighted allocation of fixed amount payroll items
- SSN/TIN Verification screen
- Terms used for multi-state employees
- Troubleshooting tips for accruable benefits
- Use automatic pay distribution percentages
- Use the Employee Earnings view
- Verify Social Security numbers
- Verify tax identification numbers
- View an employee's previous SSN
- View check stubs
- View employee earnings at a glance
- View your W-2s
- Weighted average overtime (WAOT) calculation
- Workers' compensation calculations
- Workers' compensation limits by state
- Vendors and tax agents
- Add historical or closed liabilities
- Add or delete unpaid payroll liabilities
- Create transactions from an amortization schedule
- Import vendor data from spreadsheets
- Print payroll liabilities checks
- Record liability payments made outside of Accounting CS
- Record vendor and payee checks
- Set up amortization schedules
- Set up vendors
- Spreadsheet import - vendor data