What's New in Practice CS v.2014.2.2

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Many of the enhancements that are available in this update are protected by security privileges. If your firm has enabled firm security, please evaluate all enhancements and update your security groups as needed.

Version 2014.2.2 of Practice CS includes the following enhancements.

System

Security privileges have been added to prevent staff from completing projects.

Integration

Individual and Spouse Date of Birth fields have been added to the Main tab of the Clients setup screen. These fields will share data with UltraTax CS.

Dashboards

Invoice notes can now be viewed in the Prior Invoices portlet on the Client Dashboard. You can use the Field Chooser to add the Invoice Notes column to the portlet.

Billing

Setup

Time & expense entry

Staff management

The Field Chooser for the staff pane on the Assignments tab of the Manage Staff screen now includes the following fields when Scheduled Date Range is selected.

Reporting

You can now expand and collapse the list of available reports in the Print Reports screen by section heading.

Custom formatting

You can now specify the page on which a page header should start printing on custom letters.

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