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Firm administration

Firm screen overview

Use the
Firm setup
 screen to store firm-level address and contact information, terminology, security settings, and information about how the firm manages its practice. If your firm is licensed for add-on modules such as Project Management, Client Management, and/or Staff Management, you can use additional tabs on this screen to administer information related to those modules.
note
The Firm screen is a user-defined terminology screen. Your firm may refer to it by a different name. Use the
Terminology
 tab of this screen to select your firm’s own descriptions for certain items in the application. You can view the default names for user-defined items in the application by selecting
Help
Enable Default Terminology
 (or by pressing CTRL+Shift+H).
To open the
Firm
 screen, select
Setup
Firm
.

Main

On the
Main
 tab, enter your firm’s name and EIN/SSN information for the home office.

Contact info

On the Contact Info tab, enter the firm’s contact, phone, address, and website information.
note
Contact information for the office you designate as the home office in the Set up offices appears in this tab. If you have a single office, you can simply enter and update the information in this tab. The information you enter here will also update the contact information for the designated home office on the
Offices
 screen.

Preferences

Use the
Preferences
 tab to specify how your firm handles the approval and posting process for time entry, billing, and receipts. You can also turn on firm security for Practice CS, lets workstations remember logon information, turn on integration with other CS Professional Suite applications, set the default phone number format, and select client and staff options.

Billing and A/R

Use this tab to select invoice and statement formats, set the rate for assessing service charges, and enter text for dunning messages and A/R terms.

Benefits

Use the Benefits tab to set up your firm’s holiday schedule for the year and to turn on comp time for your firm.
note
This tab appears only if your firm is licensed for the Staff Management module.

Terminology

The Terminology tab lets you select your firm’s own descriptions for certain items in the application. For example, your firm might use the term “employee” instead of “staff.” The 1st column shows the items that you can change and their default names. For each item that you change, enter both a singular and a plural entry.

Notifications

note
This tab is available only if you are licensed for the Practice CS Project Management, Client Management, and/or Staff Management module.
Use the
Notifications
 tab of the
Firm
 screen to specify how to notify staff when a monitored event takes place. You can select the events to monitor and the staff that should be notified. Notifications can be delivered to specific staff and by staff role.
Notifications you set up here appear in the Staff Dashboard Notifications portlet when the monitored event occurs. You can also receive them as desktop alerts by selecting
Setup
User Preferences
, selecting the
System
 tab, and marking the
Enable desktop notifications for monitored events
 checkbox.

This article applies to:

  • Product: Practice CS
  • Subject: Setup