Firm screen

Alerts and notices

Use the Firm screen to do the following:

  • enter basic identification and address/contact information for your firm
  • set up certain firm security options and other firm-level options
  • set up payroll alerts and email notifications
  • specify options for payroll automation
  • set up the Payroll Tracking portlet
  • set up and monitor event tracking
  • set up custom fields

Choose Setup > Firm Information > Firm.

Tabbed pages in this screen

Main tab

Images tab

Preferences tab

    Payroll Alerts tab

    Payroll Automation tab

    Payroll Tracking tab

      Events tab

      Custom Fields tab

      Related topics

      Entering basic firm information

      Setting up firm preferences

        Getting started with Accounting CS

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