Installing and maintaining your application
Includes system requirements, installation instructions for all environments, installing licenses, downloading and applying updates via CS Connect
Setting up your application
Includes setting up your firm, staff, clients, engagements, activities, projects, and related information; setting up user preferences and defaults; data sharing and integration where data is being accepted by Practice CS
Converting and transitioning from other applications
Includes restoring converted data, transition services for new users, entering beginning balances
Dashboards and portlets
Includes overviews of the Home, Firm, Staff, and Client Dashboards; using portlets
Searching and filtering
Includes result limits, creating filters
Scheduling and managing projects
Includes scheduling, tracking, extending, and closing projects; tracking time spent on projects
Scheduling and managing staff
Includes scheduling, assigning, and balancing staff workload; tracking staff benefits, skill sets, and CPE requirements
Managing clients, contacts, and prospects
Includes tracking client and contact information, tracking interactions with clients and contacts, sending and receiving files from clients and contacts, exporting clients and contacts to Microsoft Outlook
Billing
Includes firm billing preferences, billing methods, working with invoices, integrated invoices from other applications
Entering time and expenses
Includes firm preferences for time and expense entry, entering and posting time and expenses, remote time entry
Entering receipts and adjustments
Includes firm receipt entry preferences, credit card processing, service charges, working with statements, exporting journal entries
Printing and reporting
Includes overview of available reports; printing reports, invoices, statements, labels, and letters; printing to other programs and files
Creating custom formats
Troubleshooting
Includes receiving errors when opening or using your application, application crashing or freezing, releasing user locks, diagnosing issues and error messages while using your application