Firm Dashboard

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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 Workpapers CS phone support is available on that date from 9 AM - 5 PM ET.

Like other dashboards in the application, the Firm Dashboard can be customized for each staff member to display important information on a single screen via portlets, such as processing notifications, staff availability, and other information that is relevant for multiple clients or on the firm level.

To open the Firm Dashboard, choose View > Firm Dashboard.

See also: Using the dashboards

For details about customizing a dashboard, see Working with portlets.

Available portlets

Portlets that are available in the Select Portlets dialog vary slightly based on the dashboard that is currently open in the application. The following portlets are available for selection in the Firm Dashboard.

Portlet name Function
Accounting CS Ideas Community

Displays the Ideas Community login page that enables a registered user to participate in the community forum in which you can share ideas with other users and provide feedback and suggestions to the Thomson Reuters development team.

Accounting CS Library

Displays a list of custom reports, financial statements, and letters that you can preview and print or import directly into the Report Designer and Print Reports screen.

Checkpoint

Displays the Thomson Reuters Checkpoint web page.

CS Home Page

Displays the Thomson Reuters CS Professional Suite web page.

Engagement Binder Status

Displays a report listing all of the clients with the Workpapers service enabled, the binders that have created, the status of the binder, and dates associated with each binder.

Help & How-To

Displays the Help & How-To Center for the application.

Notices

Displays alerts and update notifications for the application.

PPC

Displays the Checkpoint PPC product web page.

Resources

Displays a list of quick links to available resources, such as Support, the Help & How-To Center, and the IRS home page.

Solutions

By default, the application displays a blank portlet where you can add documents as short cut links available for all of your staff members. Right-click a document and choose Add.

Source Document Processing Status

Displays a list of all of the clients that have active or pending Source Document Processing documents. The portlet displays the processing status of the source documents, and the dates/times the documents were submitted and completed. You can also use the Transmit/Retrieve All button to transmit and receive source documents for all clients at the same time.

Staff Availability

Displays a list of all of the staff members set up within the application, their availability, and contact information. You can update your status by clicking the Update Availability button.

System Information

Compiles and displays system information about the machine on which the application is running.

Note: You can click the title of the System Information portlet to open a dialog from which you can easily send the information listed in the portlet to a Support Representative.
Tax & Accounting Blog

Displays a page on our website where you can view and comment on the latest blog postings related to industry news and trends.

Tax & Accounting Community

Displays a page on our website where Thomson Reuters customers can connect with other professionals in a secure environment.

Tax & Accounting Events

Displays a page on our website that contains a calendar for our upcoming tradeshows, webcasts, and customer events.

Tax & Accounting Newsletters

Displays a list of links to publications, such as the Solutions Magazine, Aumentum News, ONESOURCE Transfer Pricing newsletter, and much more.

Tax & Press Releases

(Replaces the CS Professional Suite – Thomson Reuters portlet.)

Displays a page on our website that contains the latest news and announcements of interest from Thomson Reuters’ various businesses and sectors.

Web Browser

Displays the default browser to your Home page within the dashboard that enables you to browse the internet or your network. You can also add custom portlets from within the Web Browser portlet.

Related topics

Working with portlets

Using the dashboards

Firm setup, overview

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