Workpapers CS
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Like other dashboards in the application, the Firm Dashboard can be customized for each staff member to display important information on a single screen via portlets, such as processing notifications, staff availability, and other information that is relevant for multiple clients or on the firm level.
To open the Firm Dashboard, choose View > Firm Dashboard.
See also: Using the dashboards
For details about customizing a dashboard, see Working with portlets.
Available portlets
Portlets that are available in the Select Portlets dialog vary slightly based on the dashboard that is currently open in the application. The following portlets are available for selection in the Firm Dashboard.
| Portlet name | Function |
|---|---|
| Accounting CS Ideas Community |
Displays the Ideas Community login page that enables a registered user to participate in the community forum in which you can share ideas with other users and provide feedback and suggestions to the Thomson Reuters development team. |
| Accounting CS Library |
Displays a list of custom reports, financial statements, and letters that you can preview and print or import directly into the Report Designer and Print Reports screen. |
| Checkpoint |
Displays the Thomson Reuters Checkpoint web page. |
| CS Home Page |
Displays the Thomson Reuters CS Professional Suite web page. |
| Engagement Binder Status |
Displays a report listing all of the clients with the Workpapers service enabled, the binders that have created, the status of the binder, and dates associated with each binder. |
| Help & How-To |
Displays the Help & How-To Center for the application. |
| Notices |
Displays alerts and update notifications for the application. |
| PPC |
Displays the Checkpoint PPC product web page. |
| Resources |
Displays a list of quick links to available resources, such as Support, the Help & How-To Center, and the IRS home page. |
| Solutions |
By default, the application displays a blank portlet where you can add documents as short cut links available for all of your staff members. Right-click a document and choose Add. |
| Source Document Processing Status |
Displays a list of all of the clients that have active or pending Source Document Processing documents. The portlet displays the processing status of the source documents, and the dates/times the documents were submitted and completed. You can also use the Transmit/Retrieve All button to transmit and receive source documents for all clients at the same time. |
| Staff Availability |
Displays a list of all of the staff members set up within the application, their availability, and contact information. You can update your status by clicking the Update Availability button. |
| System Information |
Compiles and displays system information about the machine on which the application is running. Note: You can click the title of the System Information portlet to open a dialog from which you can easily send the information listed in the portlet to a Support Representative.
|
| Tax & Accounting Blog |
Displays a page on our website where you can view and comment on the latest blog postings related to industry news and trends. |
| Tax & Accounting Community |
Displays a page on our website where Thomson Reuters customers can connect with other professionals in a secure environment. |
| Tax & Accounting Events |
Displays a page on our website that contains a calendar for our upcoming tradeshows, webcasts, and customer events. |
| Tax & Accounting Newsletters |
Displays a list of links to publications, such as the Solutions Magazine, Aumentum News, ONESOURCE Transfer Pricing newsletter, and much more. |
|
Tax & Press Releases (Replaces the CS Professional Suite – Thomson Reuters portlet.) |
Displays a page on our website that contains the latest news and announcements of interest from Thomson Reuters’ various businesses and sectors. |
| Web Browser |
Displays the default browser to your Home page within the dashboard that enables you to browse the internet or your network. You can also add custom portlets from within the Web Browser portlet. |
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