UB 7946 Accounting CS Software Release v.2013.0.0

UB 7946 Accounting CS Software Release v.2013.0.0
Accounting CS, v. 2013.0.0
User Bulletin 7946: Software Release
March 25, 2013
TO
Users of the Accounting CS™ software.
This user bulletin explains changes made for this release of Accounting CS.
CONTENTS
CHANGES..................................................................................................................................................... 1
General ................................................................................................................................................... 1
Accounting .............................................................................................................................................. 1
Workpapers CS®..................................................................................................................................... 2
Export of client data to QuickBooks Pro ................................................................................................. 2
Reports ................................................................................................................................................... 2
General – Payroll .................................................................................................................................... 2
Payroll compliance.................................................................................................................................. 2
Payroll form and filing information .......................................................................................................... 3
Accounting CS Payroll, for live payroll processing ................................................................................. 3
HELP & SUPPORT ....................................................................................................................................... 3
Help & How-To Center ........................................................................................................................... 3
Product support ...................................................................................................................................... 3
Website resources and email subscriptions ........................................................................................... 3
CHANGES
General
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We have added the ability to back up and restore client data using the File > Client Data Management
Utility screen. For more information, see Best practices for safeguarding your firm and client data.
We have added an Inactive checkbox to the Setup > Departments screen.
We have added a Status selection to the Filter field in all setup screens that have an Include
inactive checkbox.
We have addressed the following issues in the Actions > Enter Transactions screen.
 Saving deposit type transactions with a trailing space in the Description field caused an error to
occur.
 Editing multiple types of transactions at the same time in the Edit Multiple Transactions dialog
caused the application to close.
Accounting
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The application now supports online bill payments, enabling you to pay your vendors quickly and
easily through the application’s integration with InterceptEFT.™ For more information, see Enabling
the online bill pay feature.
We have added the ability to use the Spreadsheet Import wizard to import balances from a
spreadsheet file that was created from QuickBooks Pro,® Premier,® or Enterprise® versions that are
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currently supported by Intuit. For more information, see Importing QuickBooks account balances via
the Spreadsheet Import Wizard.
We have improved the performance for reclosing a year.
The application now tracks the changing of the fiscal year-end of a client. These events are listed in
the Events tab of the Setup > Firm Information > Firm screen.
We have addressed the following issues in the Actions > Reconcile Bank Accounts screen.
 The application displayed Beginning Balance journal entries that were created during conversion,
spreadsheet import, or via manual entry of the balance in the Trial Balance grid, and should not
have done so.
 The application displayed Reference AA99 Account Activity journal entries and should not have
done so.
Workpapers CS®
We have added the ability to roll forward existing engagement binders. For more information, see Roll
forward an engagement binder.
Export of client data to QuickBooks Pro
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We have added the ability to select all or deselect all transactions via right-click menu options in the
Select column of the Transactions screen.
We have addressed some issues that, in certain circumstances, caused the application to close
during the export of transactions.
Reports
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We have added a Status selection to the Filter field in the Filtering and Sorting section of report
options for screen tabs that are based on setup data.
 We have added the following payroll reports.
 State Employer Tax Worksheet
 State Tax Worksheet
 Wage Register
 We have added the Packing Slip – Forms CS CALTBE Envelope letter.
Note: Only staff members who are in security groups with access to the Report Designer are
automatically granted access to new reports and letters. You will need to update other security groups to
grant permission to access new reports and letters. To do that for each applicable security group, mark
the checkboxes for the appropriate reports or letters in the Reports tab of the Setup > Firm Information >
Security Groups screen and/or the Setup > Firm Information > Client Security Groups screen.
General – Payroll
The Do not combine state unemployment checkbox on the Payroll Taxes tab of the Setup > Clients
screen is now marked by default for newly-added client records.
Payroll compliance
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Illinois
 The application no longer displays the IL MNTHLY UI Wage Reporting Worksheet when data is
retrieved for the third month of each quarter.
 We have added a monthly Gross Taxable SUTA Wage column to the Employee Detail tab of the
Actions > Edit Payroll Tax Forms screen to accommodate override amounts for the IL MNTHLY
UI Wage Reporting Worksheet.
 We have addressed an issue that prevented the application from retrieving amounts for Line 1 of
Form IL-941 when Illinois employees who were exempt from SUI had taxable withholding wages.
Kansas. Because Kansas no longer accepts zero-amount coupons, the application now creates a
zero-amount filing notification for Kansas withholding tax.
Oregon. ACH credit files now include liability adjustments made for the Workers’ Benefit Fund on
Form OQ.
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Pennsylvania. We have addressed an issue that, in certain circumstances, caused an error to occur
in the Actions > Edit Payroll Tax Forms screen when the PA link was clicked for clients with
Pennsylvania localities.
Payroll form and filing information
The Payroll Form and Filing Information portlet on the Home or Firm dashboard provides the following
information: form approval status, form availability, available filing methods, form due dates, form filing
addresses, tax payment information (for all tax types), agency contact information, new hire reporting
information, payroll resources, and tax calendar (to view and print tax deposit due dates and form due
dates for all federal, state, and certain local tax agents). Click the applicable jurisdiction on the map to
display the federal, state, and local tax form information within the tabbed pages in the lower section of
the portlet. For information on working with portlets, enter “Payroll Form and Filing Information” in the
search field on the application toolbar.
Important! Click here to open a detailed list of v.2013.0.0 additions or updates for new hire files, tax
agents, payroll tax forms, and payroll tax tables.
Accounting CS Payroll, for live payroll processing
In addition to the changes made for general payroll features listed above for after-the-fact payroll
processing, the following changes have been made for the live payroll processing features specific to
Accounting CS Payroll.
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We have addressed an issue that caused the application to save a batch of payroll checks even if
®
there were unresolved XactPay errors within the batch. In this situation, you will now need to
suspend the batch and resolve all errors prior to saving the batch again.
The Select All and Select Group right-click menu options in the Manage Impound Payments screen
now automatically exclude payments that have a negative amount.
HELP & SUPPORT
Help & How-To Center
For answers to questions on using Accounting CS, access the Help & How-To Center by choosing Help >
Help & How-To, by clicking the
button on the toolbar, or by pressing CTRL+Y. You can also use the
search field on the toolbar to search for topics. For more information, including sample searches, see
Finding answers in the Help & How-To Center.
Product support
From the Support Contact Information page on our website, you can complete a form to send a question
to our Support team. To speak directly with a Support Representative, call (800) 968-0600, press 2 for
Product Support, and listen to the available options. Normal weekday support is available from 9:00 a.m.
to 8:00 p.m. eastern time. For additional details (including extended support hours for tax season and
hours for other applications), visit the Support section of our website. You can also access the Support
section from within Accounting CS by choosing Help > Additional Resources > General Support
Information.
Website resources and email subscriptions
Visit our website to access the ARNE Community (an online user forum), to learn about training courses,
to view blogs and articles, and more. You can access the website from within Accounting CS by choosing
Help > On the Web > CS Professional Suite Home Page.
We issue software update notices via email. You can sign up to receive these notices by visiting the My
Account section of our website. You’ll need to create a web account (if you don’t already have one) and
then sign up for the Email Subscription service where you can indicate which notices you want to receive.
Copyright 2009 – 2013 by Thomson Reuters. All rights reserved.
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