Custom Format
It is use to enter a name or rename for the new format.
Format Wizard
Name 4 dashboards in Practice CS.
1. Home Dashboard
2. Firm Dashboard
3. Client Dashboard
4. Staff Dashboard
This program enables you to oversee all of your time and expense, billing, accounts receivable, and firm management reporting.
Practice CS
Provide one method for adding a logo in a custom format, considering there are two options available.
1. Format Wizard > Heading Information > Firm Information > Logo
2. Click the image icon
This dashboard enables you to view system information, web pages, a firm-wide news feed, RSS feeds, the Tax & Accounting Community
Home Dashboard
How to set up accruable benefit in Practice CS?
Setup > Staff > Benefit (add the benefit to Staff)
How do you mark an item you want to be included on the pay stub?
Format Wizard > Pay Stub Information
This dashboard enables you to aggregate information about each of your clients onto a single screen using portlets.
Within this dashboard, you can view a client’s contact information, email messages to and from the client, stored documents, Key Totals, Agings, WIP and A/R Recaps, and other information.
It also includes prior invoices, A/R and WIP balances, receipts and A/R adjustments, unbilled time and expense transactions, unpaid invoices, unapplied receipts, key totals for production, adjustments, billed, collected, and realization, and a 24-period history for production, adjustments, billings, and collections.
Client Dashboard
This portlet shows time entered for the current week, classified as billable, nonbillable, and administrative, along with total hours.
Time Recap portlet
How do you display aged A/R balances in Custom Format?
Format Wizard > A/R Information > check the box for 'A/R Aging - Displays aged A/R balances.
This Dashboard is user-specific.
Within this dashboard, you can view information such as a time entry recap, a graph of time by activity, staff in/out availability, your FileCabinet CS documents, and your mail, tasks, calendar, and other Solutions.
Staff Dashboard
This portlet shows all schedule items assigned to work queues to which the current staff member belongs.
Work queue portlet
How do you grant or deny access to the Custom Formats setup screen?
Setup > Security Groups
Menu > Custom Formats
*Mark checkboxes for the items you want members of this security group to have access to. Clear checkboxes for the items you want to restrict for this security group.
This overview in dashboard provides a snapshot of various pertinent information for your firm, clients, and staff.
It may also displays summaries of data pulled from Practice CS, reports, time entry information, client information, your email and calendar, staff availability, FileCabinet CS documents, and more.
Portlets
Practice CS Phone number
800-968-8900