UltraTax CS invoices don't transfer to Practice CS
Scenario
UltraTax CS includes the ability to export invoice information created in UltraTax CS to Practice CS. Practice CS can then accept this invoice information, update the client's accounts receivable balance and process payments for the invoices.
This topic lists most of the reasons why this invoice transfer process might not be functioning and how to resolve it.
Solutions
Integration options are not enabled in Practice CS
- In Practice CS, selectSetup, thenFirm.
- Select thePreferencestab.
- Mark theIntegrate this Firm with other solutionscheckbox.noteYou may get a message that another database already has this option selected. Only 1 database can have the option selected. If you believe this message is in error (as can sometimes happen after an update) or you want to switch the option to your current database, selectYes.
- SelectEnterto close.
File locations in UltraTax CS are not set up properly
You'll need to set up the file locations in UltraTax CS to point to your installation of Practice CS.
None of the status events in UltraTax CS are designated to export the invoice to Practice CS
- In UltraTax CS, selectSetup, thenOffice Configuration.
- Select theStatustab.
- To add a new event that will cause the invoice to be sent to Practice CS when selected, selectAdd. To change an existing event so it will send the invoice to Practice CS when selected, select the event and selectEdit.noteIf you selectedAdd, enter the name of the event in the Event description field.
- Mark theWith the log of this event, forward invoice to CS Practice Productscheckbox.
- SelectEnter.
- SelectOK.
The return hasn’t been previewed or printed
If the invoice transfers over with a zero or incorrect balance, be sure to preview or print the return before selecting the Status event that is designated to export the invoice to Practice CS. If you make any changes to the return that might change the content or amount of the invoices, be sure to preview or print the return again.
