Practice CS Library custom formulas

The Practice CS Library includes formulas you can add to custom formats. To access the Practice CS Library, use the Practice CS Library portlet. The formulas included in the library are also listed below.

To use a formula, you can import it from the Practice CS Library or copy the formula text below and paste it into one of the formats in Setup > Custom formats. For instructions on editing custom formats, see Modifying custom formats.

Formulas

Invoices

Address with Client Name/Contact Name

Preview Show me.
Use with any invoice format
In the properties for the formula, set the Can Shrink option to True.

[Client name 1(Ledger Entry client(Billing Decision ledger entry(Billing Decision)))][IF(Contact name(Client billing contact(Invoice client(Billing Decision invoice(Billing Decision)))) = "", "", " Attn: " + Contact name(Client billing contact(Invoice client(Billing Decision invoice(Billing Decision)))))] [Contact Address address 1(Mailing Address(Client billing contact(Ledger Entry client(Billing Decision ledger entry(Billing Decision)))))][IF(Contact Address address 2(Mailing Address(Client billing contact(Ledger Entry client(Billing Decision ledger entry(Billing Decision))))) = "", "", " " + Contact Address address 2(Mailing Address(Client billing contact(Ledger Entry client(Billing Decision ledger entry(Billing Decision))))))] [Mailing City State Zip(Client billing contact(Ledger Entry client(Billing Decision ledger entry(Billing Decision))))]

Address with Client Name

Preview Show me.
Use with any invoice format
In the properties for the formula, set the Can Shrink option to True.

[Client name 1(Ledger Entry client(Billing Decision ledger entry(Billing Decision)))] [Contact Address address 1(Mailing Address(Client billing contact(Ledger Entry client(Billing Decision ledger entry(Billing Decision)))))][IF(Contact Address address 2(Mailing Address(Client billing contact(Ledger Entry client(Billing Decision ledger entry(Billing Decision))))) = "", "", " " + Contact Address address 2(Mailing Address(Client billing contact(Ledger Entry client(Billing Decision ledger entry(Billing Decision))))))] [Mailing City State Zip(Client billing contact(Ledger Entry client(Billing Decision ledger entry(Billing Decision))))]

Address with Client Name 1/Name 2

Preview Show me.
Use with any invoice format
In the properties for the formula, set the Can Shrink option to True.

[Client Name 1(Ledger Entry Client(Billing Decision Ledger Entry(Billing Decision)))][IF(Client name 2(Invoice client(Billing Decision invoice(Billing Decision))) = "", "", " " + Client name 2(Invoice client(Billing Decision invoice(Billing Decision))))] [Contact Address Address 1(Mailing Address(Client billing Contact(Ledger Entry Client(Billing Decision Ledger Entry(Billing Decision)))))][IF(Contact Address Address 2(Mailing Address(Client billing Contact(Ledger Entry Client(Billing Decision Ledger Entry(Billing Decision))))) = "", "", " " + Contact Address Address 2(Mailing Address(Client billing Contact(Ledger Entry Client(Billing Decision Ledger Entry(Billing Decision))))))] [Mailing City State Zip(Client billing Contact(Ledger Entry Client(Billing Decision Ledger Entry(Billing Decision))))]

Statements

Address with Client Name/Contact Name

Preview Show me.
Use with any statement format
In the properties for the formula, set the Can Shrink option to True.

[Client name 1(Client)][IF(Contact name(Client billing contact(Client)) = "", "", " Attn: " + Contact name(Client billing contact(Client)))] [Contact Address address 1(Mailing Address(Client billing contact(Client)))][IF(Contact Address address 2(Mailing Address(Client billing contact(Client))) = "", "", " " + Contact Address address 2(Mailing Address(Client billing contact(Client))))] [Mailing City State Zip(Client billing contact(Client))]

Address with Client Name 1/Name 2

Preview Show me.
Use with any statement format
In the properties for the formula, set the Can Shrink option to True.

[Client name 1(Client)][IF(Client name 2(Client) = "", "", " " + Client name 2(Client))] [Contact Address Address 1(Mailing Address(Client billing Contact(Client)))][IF(Contact Address Address 2(Mailing Address(Client billing Contact(Client))) = "", "", " " + Contact Address Address 2(Mailing Address(Client billing Contact(Client))))] [Mailing City State Zip(Client billing contact(Client))]

Labels

Address with Client Name/Contact Name

Preview Show me.
Use with any client-based label format.
In the properties for the formula, set the Can Shrink option to True.

[Client Name 1(Client)][IF(Contact Name(Client preferred Contact(Client)) = "", "", " Attn: " + Contact Name(Client preferred Contact(Client)))] [Contact Address address 1(Mailing Address(Client preferred contact(Client)))][IF(Contact Address address 2(Mailing Address(Client preferred contact(Client))) = "", "", " " + Contact Address address 2(Mailing Address(Client preferred contact(Client))))] [Contact Address City State Zip(Mailing Address(Client preferred contact(Client)))]

Client Management

Interaction Listing – Logged in Staff Filter

Use this formula to filter the Interaction Listing report for staff who are currently logged in to Practice CS.
Place this formula in the Group4 PrintWhen property.

[ID(Logged In Staff) = Staff staff id(Interaction staff(Interaction))]

Project Management

Logged in Staff Filter for Assigned

Use this formula to filter a project report for projects assigned to staff who are currently signed in to Practice CS.

[ID(Logged In Staff) = Staff staff id(Project assigned staff(Project))]

Logged in Staff Filter for Responsible

Use this formula to filter a project report for projects that staff currently logged in to Practice CS are responsible for.

[ID(Logged In Staff) = Staff staff id(Project responsible staff(Project))]

Logged in Staff Filter for Tasks

Use this formula to filter a task-based report or subreport for tasks assigned to staff currently logged in to Practice CS.

[ID(Logged In Staff) = Staff staff id(Task staff(Task))]

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Internal only

If the Practice CS Library portlet is down, users can access it by going to practicecsconnection.com. This link is not readily available to users because the portlet is the preferred method, and because we don't want staff members who may have been blocked from viewing the portlet to have this link as a workaround.

CS Professional Suite®

Help & How-To Center

Practice CS Library custom formulas

Formulas

Invoices

Statements

Labels

Client Management

Project Management

Tax and accounting regions

Sectors

CS Professional Suite®

Help & How-To Center

Practice CS Library custom formulas

Formulas

Invoices

Statements

Labels

Client Management

Project Management