Firm screen

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.

Characters left:

Change to CS Support service hours

Our Support department is closed on Friday, April 28th for a company event. However, limited Accounting CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline for quarterly payroll tax forms.

Links to our most popular payroll tax processing topics are available in the Alerts and notices section on the right side of most pages.

Use the Firm screen to do the following:

  • enter basic identification and address/contact information for your firm
  • set up certain firm security options and other firm-level options
  • set up payroll alerts and email notifications
  • specify options for payroll automation
  • set up the Payroll Tracking portlet
  • set up and monitor event tracking
  • set up custom fields

Choose Setup > Firm Information > Firm.

Tabbed pages in this screen

Main tab

Images tab

Preferences tab

Payroll Alerts tab

Payroll Automation tab

Payroll Tracking tab

Events tab

Custom Fields tab

Related topics

Entering basic firm information

Setting up firm preferences

Getting started with Accounting CS

Share This