Practice CS PDF resources

General

The Getting Started (PDF) document provides detailed instructions for installing the software, a brief introduction to features available in Practice CS, and information on setting up the program to suit your needs.
The Sample Reports (PDF) document describes how to create, preview, and print reports; provides sample printouts and a brief description for each kind of report available in Practice CS.

Walkthroughs

The Accounts Receivable (PDF) document describes how to enter receipts and adjustments, assess service charges, print statements, and edit custom statement formats, using hands-on exercises and sample data.
The Billing (PDF) document describes various methods you can use for billing your clients in Practice CS using hands-on exercises and sample data; also shows how to generate invoices and create custom invoice formats.
The Client Management Module (PDF) document describes the process of managing your relationships with clients using the Practice CS Client Management add-on module, which enables you to track interactions with clients and contacts, analyze why your firm wins and loses clients, and synchronize contacts between Practice CS and Microsoft Outlook.
The Custom Formatting (PDF) document provides instructions and examples for adding and modifying custom reports, invoices and statements using the Custom Formats screen and the format designer. Also includes letter and label examples.
The Project Management Module (PDF) document provides instructions and examples for adding and modifying custom reports, invoices and statements using the Custom Formats screen and the format designer. Also includes letter and label examples.
The Staff Management Module (PDF) document provides an understanding of how to manage your Firm benefits, staff target hours, and scheduling.
The Time and Expense Entry (PDF) document describes how to enter time and expenses in Practice CS using hands-on exercises and sample data.

Conversion

You can Request a Practice CS conversion from Technical Services for a custom conversion to Practice CS using Microsoft Excel.

Sample engagement and activity lists (customer submitted)

The Engagement and Activity List 1 (PDF) is a real world example of both an Engagement and Activity List.