Index for Practice CS

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A |  B |  C |  D |  E |  F |  G |  H |  I |  J |  K |  L |  M |  N |  O |  P |  Q |  R |  S |  T |  U |  V |  W |  X |  Y |  Z

A

ACH processing

choosing an ACH bank account

entering receipts

InterceptEFT application

overview of credit card and ACH processing

resolving issues

setting up a CS Payment account

Activities

overview

setting up

Adjustments

allocating to another staff

approving and posting

beginning balances

billing

client balances

entering

using the Overview tab

Approval process

Associations

Audit trail

B

Backups

creating a backup

scheduling a recurring backup

viewing and editing a scheduled backup

Bank accounts

overview

setting up

Beginning balances

Benefits

accruable, activity codes for

accruable, adjustments to

approving

making adjustments

requesting

setting up

Billing

allocating adjustments

client families

composing an invoice

detail billing

entering adjustments

generating recurring bills

integrated invoices

nonbillable time and expenses

overview of billing

posting an invoice

progress billing

quick bill

setting up client billing options

setting up firm billing and A/R options

setting up recurring bill descriptions

setting up user preferences

unbilling an invoice

C

Calendar

client

staff

Charts

Client management

adding a note

adding a phone call

adding a phone message

overview

reports

setting up client retention descriptions

synchronizing contacts with Outlook

Clients

adding

additional contacts

associations

billing options

calendar

client families

contact information

custom fields

dashboard

deleting

editing

exporting

exporting contacts to Outlook

identification information

merging

notes

partner history

populating from Creative Solutions Accounting

populating from UltraTax CS

selecting an industry code

setting up

setting up engagements

setting up projects

Comp time

allowance factor

entering

setting up

Contacts

entering

exporting to Outlook

managing

setting up

setting up additional contacts

setting up associations

setting up contact category groupings

synchronizing with Outlook

types

Conversions

Copyright information

CPE

associating with time entry

entering course information

setting up course sponsors

Credit card processing

entering receipts

InterceptEFT account application

overview of credit card and ACH processing

resolving issues

selecting a client credit card

setting up a CS Payment account

CS Connect

deleting and reinstalling software updates

downloading and applying software updates

downloading updated license files via CS Connect

setting CS Connect communication options

troubleshooting

CS Payment

CSA

accepting invoices from

data sharing

exporting journal entries to

integrating client notes from

populating Practice CS

setting file locations

Custom fields

client

list entries

setting up

staff

time & expense entry

Custom formats

charts

creating

customizing

exporting

fields

formulas

importing

toolbars

D

Dashboards

adding portlets

Client Dashboard

Firm Dashboard

Home Dashboard

portlets overview

saving layouts

saving views

Staff Dashboard

working with portlets

Data

backing up

file locations

filtering

from CSA

from UltraTax CS

restoring

sharing

Data sharing

client notes

file locations

Database

backing up

changing password

creating

deleting

locking

opening

restoring

Detail billing

applying open credits

by time and expenses

in summary

Document management

exporting clients to FileCabinet CS or ToolBox CS

exporting staff to FileCabinet CS

FileCabinet CS Documents Options

GoFileRoom index mapping

GoFileRoom Portlet Options

portlets overview

printing invoices and statements

printing reports

printing to GoFileRoom

viewing a FileCabinet CS document

E

Engagements

adding during time entry

adding to a client

setting up a recurring bill

setting up engagement templates

Expense entry

Exporting

clients to FileCabinet CS or ToolBox CS

contacts to Outlook

custom formats

journal entries to CSA

staff to FileCabinet CS

Extensions

extending a project due date

extending multiple projects

F

File transfers

electronic signatures

overview

requesting files

sending files

status

FileCabinet CS

exporting clients to FileCabinet CS or ToolBox CS

exporting staff to FileCabinet CS

FileCabinet CS Documents Options dialog

setting file locations

sharing client notes

viewing a FileCabinet CS document

Filters

creating and undoing

result limits

Firm

associations

contact information

dashboard

preferences

setting up

Fixed Assets CS

setting file locations

sharing client notes

Format Wizards

invoices

letters and labels

reports

statements

Formulas

G

Getting Started guide

GoFileRoom

GoFileRoom Documents portlet

index mapping

logging in

printing to GoFileRoom

Groupings

activity categories

client entities

contact categories

engagement categories

staff departments

staff levels

Guides in PDF

H

Help

calling CS Support

emailing log files to CS Support

getting help

getting started

guides in PDF

searching for information

using help

viewing user bulletins

website

History

Home Dashboard

I

Importing

conversion data

custom formats

default project templates

Installation issues

Integration

exporting contacts to Outlook

exporting journal entries to CSA

exporting staff to FileCabinet CS

populating with CSA client information

populating with UltraTax CS client information

sharing client notes

Interactions

linking to

notes

phone calls

phone messages

InterceptEFT

Invoices

approving

composing

creating custom formats

CSA

customizing formats

deleting

editing

editing multiple

emailing to clients

format wizard

integrated

Setting up client billing and A/R options

Setting up firm billing and A/R options

Setting up a CS Payment account

posting

previewing

printing

reviewing

UltraTax CS

unbilling

K

Keyboard shortcuts

L

Labels

Letters

creating

emailing

printing

License information

Licenses

overview of CS Connect

updating

Links

to FileCabinet CS documents

to GoFileRoom documents

to interactions

to web pages

M

Meetings

Merging clients

Mobile CS

N

NetClient CS

file transfers

printing and emailing invoices and statements

setting up a CS Payment account

setting up client billing and A/R options

setting up firm billing and A/R options

setting up portals

NetStaff CS

setting up portals

storing your password

Notifications

enabling desktop alerts

setting up

O

Offices

associations

setting up

Outlook

exporting contacts

selecting a folder for exporting contacts

selecting a public folder for client email

synchronizing contacts with Practice CS

P

Passwords, resetting

Period

Phone calls

adding

messages

scheduling

Portals

finding existing

for clients and contacts

for staff and offices

Portlets

adding portlets

setting up custom portlets

working with portlets

Printing

invoices and statements

labels

reports

Progress bills

allocation example

relieving

entering

Projects

adding to a client

assigning client entities

editing multiple

extending due dates

extending multiple projects

generation options

importing default templates

managing

setting qualifications

setting up templates

R

Receipts

ACH processing

allocating payments and adjustments

applying all open credits

approving and posting

credit card processing

entering beginning balances

entering receipts

setting up a CS Payment account

using the Overview tab

Record count

Recurring bills

setting up a recurring bill

setting up recurring bill descriptions

Remote entry

accepting remotely entered transactions

creating a Remote Entry firm database

entering transactions remotely

exporting remote entry data

importing remote entry data

updating a Remote Entry firm database

Reports

billing reports

client management reports

collection reports

listing reports

previewing

printing

production reports

profiles

project management reports

reconciliation reports

sample reports guide

setting up

staff management reports

Result limits

S

Sales tax

Schedule items

meetings

scheduled benefits

scheduled phone calls

to-do items

Searching

result limits

using the search feature

Security

areas affected

groups

multi-office

privileges

resetting passwords

staff

Service charges

assessing

calculating

setting up

Service tax

Setup overview

Shortcuts

Signatures

Smart Bill

Staff

associations

benefits

calendar

contact information

dashboard

editing multiple

exporting

identification information

in/out board

notes

photo

rate descriptions

rates

security groups

setting up

skill areas

skill ratings

skill sets

target hours

Staff in/out board

overview

updating

Staff management

benefits

CPE tracking

overview

target hours

Standard text

Statements

creating custom formats

customizing formats

format wizard

previewing

printing

Support

contacting CS Support

emailing your log files to CS Support

getting help

T

Target hours

Tasks

adding and updating

editing multiple

setting qualifications

setting up task templates

updating during time and expense entry

Tax

areas

authorities

calculating

Templates

assigning entities

engagement templates

project templates

task templates

Terminal server environment

Time and expense entry

approving and posting

custom fields

desktop timer

editing multiple entries

entering beginning balances

for individual staff

for multiple staff

rate calculations

reviewing entries

unapproving and unposting

unbilling

use preferences

using the Timer

To-do items

Toolbar

Tracking descriptions

U

UltraTax CS

data sharing

invoices

populating Practice CS

setting file locations

sharing client notes

Unbilling

Updates

User bulletins

User preferences

billing

receipt entry

system

time & expense entry

W

WIP, entering beginning balances

Work queue


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