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CLS provides unrivaled flexibility in reporting options for your clients. CLS includes a variety of reports (both standard and departmental) to help with your reporting needs. Some of these forms are:
This product also allows you to process preprinted W-2s and 1099s/1098s with laser and dot matrix printers. Additionally W-3 and 1096 transmittal forms can be printed with laser printers. A very unique feature of CLS is the ability for you to define a specially formatted Profit and Loss Statement. This specially formatted statement allows you to select columns from a list of 39 pre-defined column types. Columns may include current-period and year-to-date totals, prior-year history, budgets, ratios, percentages, variances, and percentage-variances.
CLS makes use of default values and reference numbers, and has the ability to memorize transaction descriptions, making transaction entry efficient and accurate. After transactions are entered, they are posted to the general ledger and payroll master files to update appropriate account and employee balances and complete the process of linking transactions to account and employee records. You also have the ability to print a Transaction Register, which lists all posted transactions for the current year or YTD if you desire. This allows you to print a Cash Receipts or Cash Disbursements Journal, and hence provide an audit trail.
Other CLS software packages can be easily integrated into CLS.
"Client Write-up" is part of the Client Ledger System line of products, developed by Financial MicroSystems.