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Virtual Office CS only

If your client will use Accounting CS to process accounts payable in their own office, you must first enable the Accounting CS Client Access service for the client, and then select a service that includes Accounts Payable.

To enable the Accounting CS Client Access service for a client, you must mark the Enable Client Access checkbox in the Client Access Services section of the Add Client dialog or the Add/Remove Services dialog and then choose the appropriate Client Access services for the client.

After you enable the Client Access service for the client, you must enable the applicable security points (including accounts payable) for client security groups, and then select those security groups for the client staff who will be doing the accounts payable processing.

1. Choose Setup > Clients.
2. Select the client in the Clients list and click the Edit button.
3. In the Main tab, click the button in the Services section.
4. In the Add/Remove Services dialog, mark the Enable Client Access checkbox and then choose either the Client Accounting or Full Service Bundle option.
5. Click OK to save the changes and return to the Clients screen.
6. In the Clients screen, click Enter to save the client record with the Accounts Payable service enabled. The Clients screen should now include the Accounts Payable tab.
7. Click the Accounts Payable tab and specify AP options for the client.
8. Click Enter to save the client record.
9. Choose Setup > Firm Information > Client Security Groups.
10. Select the client security group for which you want to enable access to the accounts payable features and click the Edit button, or click the Add button to add a new client security group.
11. Click the Accounts Payable tab and mark the checkbox for each accounts payable feature that you want to enable for this client security group, and then click Enter to save those changes.
12. Repeat steps 10 and 11 for each client security group for which you want to enable access to the AP features.
13. Choose Setup > Firm Information > Client Staff.
14. Select the client staff member for whom you want to enable the AP features and click the Edit button.
15. Click the Security tab. In the Member of groups list, mark the checkbox for the appropriate client security groups with AP access.
16. Click Enter to save the client staff record.

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