Getting started in Practice CS

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Welcome to Practice CS! This topic provides information and links that will help you set up and start using the application.

Getting help

There are numerous sources of assistance available for Practice CS, including the Help & How-To Center, various printed and electronic documents, and training classes.

Help & How-To Center

The primary documentation for Practice CS is provided in the comprehensive application help. See Getting help for information on accessing and using the Practice CS Help & How-To Center.

Printed and electronic documents

Getting started and sample reports guides for Practice CS can be accessed from the help in Portable Document Format (PDF). Click here for more information.

In addition to the PDF guides, you may also have received a printed Practice CS Getting Started guide.

Home Dashboard

The Home Dashboard in Practice CS provides a Resources portlet that contains links to the Help & How-To Center, Practice CS getting started guide, user bulletins, CS Home Page, Support information, the Tax & Accounting Community (formerly ARNE), and application downloads. Additionally, the Home Dashboard provides tabbed views that facilitate access to the CS Home Page, Help & How-To Center, and the Tax & Accounting Community.

Training

Thomson Reuters offers training classes for Practice CS and other applications. For a complete list of training classes, visit our website at Tax.ThomsonReuters.com.

Contacting CS Support

If you have questions that are not answered by the help, the getting started guide, or our website, please call CS Support at 800.968.0600 and follow the prompts. Normal weekday support is available from 9:00 a.m. to 8:00 p.m. eastern time.

You can also contact CS Support by choosing Help > On the Web > Product Support and Services.

Other resources

Thomson Reuters offers additional resources to help you find the answers you need.

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Features and navigation

The following topics provide information about application features and navigation. Also see chapter 3, "Application Overview," in the Practice CS Getting Started guide.

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Application setup

Before you can begin using Practice CS for processing, you must perform numerous setup tasks, such as entering firm, staff, and client information, and tailoring the application’s features to work best with your firm’s established processes. For information on setting up Practice CS, see Application setup overview.

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Time & expense entry

To start entering time and billing transactions in Practice CS, see Time & Expense Entry overview.

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Billing

For assistance in using Practice CS for billing, see Billing overview.

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Receipt & adjustment entry

For information about client receipts and other accounts receivable functions, see Receipt & Adjustment Entry overview.

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Custom formats

For information about custom formats for reports, invoices, statements, letters, and labels, see Custom formats overview.

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Reports

To learn about printing reports from Practice CS, see Print Reports screen overview and Printing reports.

For more information about specific reports, see the following topics.

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Additional modules

Three separately licensed modules can add additional value to your Practice CS installation. Click the links below for more information on these modules.

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