Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Miscellaneous

Walkthrough of account processing

This walkthrough gives you basic information on the design and functionality of Accounting CS. Although a relatively brief walkthrough can’t cover all of the application’s capabilities, if you complete the walkthrough, you'll have a good understanding of some of the basic features and processes in Accounting CS. This walkthrough is most beneficial when you read the pages in sequence and follow along with the documented steps in the Accounting CS application.
You can use the following features to work in the Accounting CS application:
  • Menus
  • The toolbar
  • The navigation pane
  • Home
     dashboard

The Accounting CS application

Accounting CS is a powerful accounting application that includes features for write-up, trial balance, accounts payable and accounts receivable processing, live and after-the-fact payroll processing, customizable reporting, and complete financial statements. Multiple staff members can work at the same time in the same client records using a single firm database.
If your firm processes live payroll for your clients, you can add a license for Accounting CS Payroll to include even more payroll processing features, such as net-to-gross calculations, impounding, time clock data import capability, benefits tracking, payroll automation, employee check printing, payroll direct deposit, remote data entry, and more.
You can also add a license for Accounting CS Workpapers, which provides a way to store, organize, and manage workpapers electronically. With this optional license, you can store virtually any type of file in an organized folder structure, customize and process a variety of standard reports and financial statements, add workpapers directly from PPC Checkpoint Tools, create customized Microsoft® Excel® and Word workpapers, transfer 1040 engagement client source document data to UltraTax CS®, and more. Your staff members can collaborate in real-time and manage documents and data from a variety of sources.

This article applies to:

  • Product: Accounting CS
Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close