A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W | X | Y | Z
A
Kotapay (formerly InterceptEFT) application
overview of credit card and ACH processing
setting up a CS Payment account
B
viewing and editing a scheduled backup
setting up client billing options
setting up firm billing and A/R options
setting up recurring bill descriptions
C
Calendar
setting up client retention descriptions
synchronizing contacts with Outlook
setting up additional contacts
setting up contact category groupings
Kotapay (formerly InterceptEFT) account application
overview of credit card and ACH processing
selecting a client credit card
setting up a CS Payment account
deleting and reinstalling software updates
downloading and applying software updates
downloading updated license files via CS Connect
setting CS Connect communication options
D
Dashboards
Document management
exporting clients to FileCabinet CS or ToolBox CS
exporting staff to FileCabinet CS
FileCabinet CS Documents Options
printing invoices and statements
viewing a FileCabinet CS document
E
setting up engagement templates
Exporting
clients to FileCabinet CS or ToolBox CS
F
File transfers
FileCabinet CS
exporting clients to FileCabinet CS or ToolBox CS
exporting staff to FileCabinet CS
FileCabinet CS Documents Options dialog
viewing a FileCabinet CS document
Fixed Assets CS
Format Wizards
G
GoFileRoom
H
emailing log files to CS Support
I
Importing
Integration
exporting staff to FileCabinet CS
populating with UltraTax CS client information
Setting up client billing and A/R options
Setting up firm billing and A/R options
Setting up a CS Payment account
K
Kotapay (formerly InterceptEFT)
L
M
N
printing and emailing invoices and statements
setting up a CS Payment account
setting up client billing and A/R options
setting up firm billing and A/R options
NetStaff CS
O
selecting a folder for exporting contacts
selecting a public folder for client email
synchronizing contacts with Practice CS
P
Portals
R
allocating payments and adjustments
setting up a CS Payment account
setting up recurring bill descriptions
accepting remotely entered transactions
creating a Remote Entry firm database
entering transactions remotely
updating a Remote Entry firm database
S
Schedule items
emailing your log files to CS Support
T
updating during time and expense entry
Templates
U
W
WIP, entering beginning balances
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