Enabling the Accounts Receivable service for client staff

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Change to CS Support service hours

Our Support department is closed on Friday, April 28th for a company event. However, limited Accounting CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline for quarterly payroll tax forms.

Links to our most popular payroll tax processing topics are available in the Alerts and notices section on the right side of most pages.

Accounting CS Client Access

If your client will use Accounting CS to process accounts receivable in their own office, you must first enable the Accounting CS Client Access service for the client, and then select a service that includes Accounts Receivable.

To enable the Accounting CS Client Access service for a client, you must mark the Enable Client Access checkbox in the Client Access Services section of the Add Client dialog or the Add/Remove Services dialog and then choose the appropriate Client Access services for the client.

Note: The Accounting CS Client Access service is available only to clients of accounting firms that run Accounting CS in the Virtual Office CS or the Software as a Service (SaaS) environment and firms that use their own hosted environments.

After you enable the Client Access service for the client, you must enable the applicable security points (including accounts receivable) for client security groups, and then select those security groups for the client staff who will be doing the accounts receivable processing.

  1. Choose Setup > Clients.
  2. Select the client in the Clients list and click the Edit button.
  3. In the Main tab, click the Ellipsis button button in the Services section.
  4. In the Add/Remove Services dialog, mark the Enable Client Access checkbox, choose either the Client Accounting or Full Service Bundle option, and then mark the Accounts Receivable checkbox.
  5. Click OK to save the changes and return to the Clients screen.
  6. In the Clients screen, click Enter to save the client record with the Accounts Receivable service enabled. The Clients screen should now include the Accounts Receivable tab.
  7. Click the Accounts Receivable tab and specify AR options for the client.
  8. Click Enter to save the client record.
  9. Choose Setup > Firm Information > Client Security Groups.
  10. Select the client security group for which you want to enable access to the accounts receivable features and click the Edit button, or click the Add button to add a new client security group.
  11. Click the Accounts Receivable tab and mark the checkbox for each accounts receivable feature that you want to enable for this client security group, and then click Enter to save those changes.
  12. Repeat steps 10 and 11 for each client security group for which you want to enable access to the AR features.
  13. Choose Setup > Firm Information > Client Staff.
  14. Select the client staff member for whom you want to enable the AR features and click the Edit button.
  15. Click the Security tab. In the Member of groups list, mark the checkbox for the appropriate client security groups with AR access.
  16. Click Enter to save the client staff record.

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