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Client Management

Set up client information

Use the Main tab of the Client setup screen to store the client's name, ID, tax IDs, and Social Security number. You can track the client's status (active or inactive), the dates your firm won and/or lost the client, and fiscal year end. You can also assign the client to Groupings such as office, entity, industry code, and assigned staff, for filtering the client list and creating analytical reports.
  • The
    ID
     field is a unique alphanumeric ID for the client and is a required field. The ID can be up to 11 characters. It can be changed at any time and will update all records in the database where the previous client ID was used.
  • The
    Sort
     field is a sort name for the client and is also a required field. This name is used to sort lists and reports and is the name that will appear elsewhere in Practice CS. The Sort field may be up to 30 characters.
  • The
    Name 1
     field is typically the name of the company if the client is a non-individual. If the client is an individual, use this field to enter the client's name. Use the
    Name 2
     field for any client, if needed. Name 1 and Name 2 may be up to 50 characters each.
  • The
    First Name
     and
    Last Name
     fields should be used if the client is an individual. First name may be up to 14 characters and last name may be up to 20 characters.
  • The
    Spouse
     information can be entered, and if the spouse SSN in Practice CS matches a spouse SSN of an UltraTax CS 1040 client that is setup as Married filing joint or Married filing separate, Practice CS will prompt you via a Data Sharing dialog to accept the spouse's first and last names from UltraTax CS. You can then choose to accept or postpone the indicated changes.
  • The
    Class
     field has 3 possible values: Client, Prospect, or Administrative. If you select Administrative, you'll only be able to enter activities for this client that are assigned to the Administrative activity class. For example, you can create a default "firm client" for entering time spent performing administrative tasks, and only administrative activities can be entered for that client.
  • The
    Status
     field defaults to Active for new clients. Active clients are available for all processes within the application. Inactive clients are not available for entry on the Time & Expense Entry screen. Making a client inactive will also make all engagements inactive and cancel all open projects. Changing the
    Status
     to On Hold will disable the ability to enter time and expenses for the client but will not inactivate the engagements or cancel open projects.
  • The
    Start
     field is used to track the date your firm began doing business with the client.
  • The
    Left
     field is used for indicating the date your firm stops doing business with a client. Leave this field blank for any new clients. If you enter a date in the field, the client won't be available on the Time & Expense Entry screen, as the client will automatically change to an Inactive status. If the client has any subsidiary clients, you can't enter a
    Left
     date until you remove this client as the parent client from those subsidiary clients.
  • The
    FYE
     field displays the month of the client's fiscal year end.
  • The
    WIP Limit
     field is used for storing a dollar amount for maximum outstanding WIP (Work in Process) for the client.
  • The
    A/R Limit
     field is used for storing a dollar amount for maximum outstanding receipts for the client.
  • Within
    Groupings
    , you can identify the client's office, partner, manager, associate, entity, and industry code. These groupings are used for filtering the client list within data entry and report generation. Items in these-drop down lists come from information entered in other areas of the application. If you have security privileges to edit the corresponding groups, you can edit these groups by right-clicking in the field and choosing
    Add
    ,
    Edit
    , or
    Delete
    .

This article applies to:

  • PRODUCT: Practice CS