Converting and transitioning from other applications
Includes conversion guides to walk you through converting your data
Installing and maintaining your application
Includes system requirements, installation instructions for all environments, installing licenses, downloading and applying updates via CS Connect
Setting up and exploring your application
Adding data locations; setting security options; setting global options and user preferences; configuring multiple monitors; defining status events; creating a template client; setting up asset associations, treatments, and custom calculation methods; using the toolbar and keyboard shortcuts
Entering asset details and managing data
Includes creating, modifying, and deleting clients; entering depreciation for assets; depreciation calculations; Section 179; short year data entry; dispositions; oil and gas; rolling forward to the next period; integrating with other applications; importing asset information from spreadsheets and ASCII files; adding images; backing up and restoring client data; entering client notes
Creating and managing inventories
Includes an overview of the inventory module (licensed separately), processing procedures, and printing asset labels, scanning barcodes, adding assets to inventories, adding images
Includes printing reports, forms, graphs, and asset labels; creating custom reports and client listing reports; creating report profiles; printing to FileCabinet CS; exporting data; printing Forms 4562, 4797, and more
Includes receiving errors when opening or using your application, Home Page display errors, application crashing, freezing, releasing user and client locks, repairing corrupt data
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