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Convert client data from Creative Solutions Accounting

Converting CSA clients with employees in multiple work locations

.
There are special considerations when you want to convert CSA multi-locational clients to Accounting CS Payroll. You will need to associate employees who work in an office / location other than the client’s main office with the proper office for taxing. In Payroll CS, check you've set up employees for a payroll department that can be linked to their work locations.
This is especially important when the employee works in different local taxing locations.
To create more work locations and match a payroll department to that work location, you will need to create the departments for each working location.

Back up the client data

Make a backup of the client data before you make any changes to the client's file.

Create new employee templates

  1. Go to
    Setup
    , then
    Employee Templates
    .
  2. Set up new employee templates for each department.

Create new payroll departments

  1. Go to
    Setup
    , then
    Payroll Department
    .
  2. Select
    Add
     to enter the department with your new template, then
    Enter
     to save.
  3. If the existing department is the default and you would like it to be the actual work location:
    1. Select the
      Default department
      , then right-click and select
      Rename Department
       (or use the
      F3
       key).
    2. Enter the new name or description for the department, using up to 30 alphanumeric characters, then select
      OK
      .

Add new payroll departments to employee setup

  1. Go to the
    Employees
     screen.
  2. Select the
    Main
     tab.
  3. Select
    Edit depts
    .
  4. Mark the
    Active
     checkbox for the new department, then select
    OK
    .

Verify employee setup

Review each new department within the employee setup to make sure that each employee has the correct payroll departments.

Convert your client

Follow the steps in the Conversion walkthrough: Payroll CS to Accounting CS Payroll article.
The following screens of the conversion need extra attention for a client with multiple work locations.
  • Client Setup — Payroll
    • In Additional Locations, select
      Add Location
       to add the work locations that were not in
      File > Client properties
       of Creative Solutions Accounting.
  • Payroll — Departments
    • In the
      Payroll Department Concept
      , mark the
      Locations
       checkbox
    • In the Department Mapping section, map the CSA departments to the
      Accounting CS Location
      .
    • After converting, you can go the
      Main
       tab on the
      Setup > Clients
       screen, then select
      Locations
       to rename the
      Business location
      .
  • Payroll — Payroll Items screen
    • In the Mapping Client section, choose a client from the
      Client
       dropdown list.
    • Map the locational
      Pay items
       to a generic Accounting CS Pay Item (
      Wages
      , for example).
    • When you enter the payroll check, use the ellipsis button to show all the locations.
  • Payroll — Local Withholdings
    • Map CSA local tax items to Accounting CS items.
    • Enter the locality's
      Street Address
      .
    • Use
      Tab
       to move through the fields.

This article applies to:

  • Product: Accounting CS
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