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Set up your client

Account balances, journal entry types, and reports in a consolidated client

Accelerated deposit schedules

Add a new client record

Add accounting information for a client

Add additional group members who aren't in your database

Add reporting units for work locations

Add work locations for a client

Analyze Client Activity - financial statement worksheet

Analyze Client Activity - general ledger

Analyze Client Activity - trial balance

Assign roles to additional contacts

Client dashboard

Client setup order

Client templates

Change a client's processing frequency

Change the state unemployment rate for a client

Change your client’s business entity type

Create a new client template

Delete a client record

Edit multiple client records

Enter basic client information

Error: The client <client name> is not set up with a service that provides access to this screen

Employer PFML pickup tax calculations

Firm client features

Grant staff access to clients

Inactive clients

Reaching your license limit for Accounting CS Payroll

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 for impounding

Set up a client with a 4-4-5 accounting period

Set up an agricultural client

Set up payroll departments for a client

Set up client payroll information

Set up client payroll tax information

Set up journals

Set up local payroll information for clients

Set up payroll schedules

Set up your client's customers

Transfer client information

Turn on the PFML pickup tax calculation for a client

Unemployment Rate screen

Update database if clients are missing when converting from CCH

Update the Client Access Processing Notifications portlet

Verify client and employee addresses

View client's previous EIN history

View year-to-date net income amounts for balance types

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