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Firm administration

Areas affected by multi-office security settings

Multi-office security lets you restrict staff access to certain areas of Practice CS based on their office. The office assigned to the staff member, client, or engagement determines their security permissions.
The following areas can be controlled with multi-office security, listed in the order they appear on the
Security Groups setup
 screen.

File menu

Print Reports
Refer to the topics for each of these reports for more information on security permission dependencies.
  • Lists:
    • Client Groupings
    • Client/Engagement
    • Clients
    • Staff Billing Rates
    • Staff Groupings
    Refer to List reports for more information on these reports, including security privilege dependencies.
  • Production:
    • Production Analysis
    • Time and Expense Journal
    • Time and Expense Listing
    • Timesheet Exception
    • Work-in-Process Summary
  • Collection:
    • Accounts Receivable Application
    • Accounts Receivable Ledger
    • Accounts Receivable Recap
    • Accounts Receivable Summary
    • Collection Summary
    • Invoice Receipts Analysis
    • Receipt and Adjustment Journal
    • Service Charge Journal
  • Billing:
    • Billed Tax Summary
    • Billing Analysis
    • Billing Worksheet
    • Invoice Journal
  • Reconciliation:
    • Client Investment Analysis
    • Period Reconciliation
  • Project Management:
    • Project Budget to Actual
    • Project Listing
    • Project Tracking
    • Routing Sheet
    • Task Budget to Actual
    • Task Tracking
Print invoices & statements
  • Invoices
  • Statements
note
  • Invoices inherit the office of the staff member who creates them. You can give staff permission to print invoices created by staff in the same office, other offices, or both.
  • Statements inherit the office of the client. Staff can be given security to print statements for clients that are assigned the same office as their own, other offices, or both.

View menu

Firm dashboard
Multi-office security settings affect the following portlets on the Firm Dashboard.
  • Staff Active Timers
  • Staff Availability
  • Staff Schedule Summary
  • Staff Summary
  • Staff Targets
Client dashboard
Multi-office security settings affect the following portlets on the Client Dashboard.
  • A/R Open Items
  • Client Information
  • Client Notes
  • Prior Invoices
  • Projects
  • WIP Detail

Actions menu

Receipt & Adjustment entry
  • Enter Receipts & Adjustments
  • Approve or Post Receipts & Adjustments (View)
Assess service charges
  • Assess

Setup menu

Staff
  • View
  • Add
  • Edit
  • Delete
Clients
  • View
  • Add
  • Edit
  • Delete
  • Projects Tab (Add, Edit, Delete, Tasks Tab)

Dashboards

Data

Client Data
  • View
  • Add
  • Edit
  • Delete
  • Merge
  • Audit History
Contact Data
  • Client Contacts (View, Edit)
  • Staff Contacts (View, Edit)
File Transfers Data
  • View
  • Send
  • Delete
Invoice Data
  • View
  • Bill
  • Approve or Post Invoices
  • Print
note
  • Time and expense entries are available for billing when the current staff member has security permissions to bill the engagement to which the entries are associated.
  • Invoices inherit the office of the staff member who creates the invoice.
Receipt & Adjustment Data
  • View
  • Enter Receipts & Adjustments
  • Approve or Post Receipts & Adjustments
Schedule Item Data: Project Data
  • View
  • Add
  • Edit
  • Delete
  • Task Data (Add, Edit, Delete)
Service Charge Data
Assess
Staff Calendar Data
View
Staff Data
  • View
  • Add
  • Edit
  • Delete
  • Staff Benefit Data (View, Adjust, Comp Time Data)
Staff Location Data
  • View
  • Update
Statement Data
Print
Time & Expense Data
  • View
  • Enter Time & Expenses
  • Approve or Post Time & Expenses
  • Audit History
note
Staff can be given security to view, enter, or review time and expenses for other staff that are assigned the same office as they are, different offices, or both. However, you can't prevent staff from viewing, entering, or reviewing time and expense entries according to the office they are assigned to.

This article applies to:

  • Product: Practice CS
  • Subject: Setup