Set up firm preferences
Staff members with firm-wide security permissions can use the
Firm Preferences
tab to select preferences for approving and posting time and expense entries, billing, and receipt and adjustment entries. The tab also provides options for firm security and phone number format. Additionally, you can use it to specify default dashboards and user preferences for new staff.- SelectSetup, thenFirm.
- Select thePreferencestab.
- In theApproval/Postingprocess section, mark the checkboxes if your firm uses an approval process for the following activities. Using anapproval processmeans that someone in the firm with the authority to review invoices, time and expenses, and A/R entries will need to approve these entries before they are posted. Unposted entries are not included in firm totals.
- Time and expense entry
- Billing
- Receipt & adjustment entry
- In theSecurity optionssection, mark theEnable Firm Securitycheckbox to require passwords to open the firm database and require security permissions to access various areas of the application. If this checkbox is not marked, staff can sign in without using a password and will have access to all parts of the application.
- Allow Users to Remember Logons: When this checkbox is marked, the sign in window has a checkbox that you can mark to remember your sign in information and bypass the sign in window. You can still access the sign in window, if necessary, by selectingFile, thenOpen Firm.noteThis checkbox is marked by default.
- Mark theIntegrate this Firm with other solutionscheckbox if you want Practice CS to accept data from other CS Professional Suite applications.noteThis checkbox can be marked for only 1 firm database at a time.
- In theTime and Expense Entrysection, mark theRequire Projects on Time and Expense Entriesfield to makeProjecta required field during time and expense entry.noteIf a project doesn’t exist or is completed, the project won’t be required.
- Under Contact setup options, select the format as a default for the entry of telephone numbers.
- Client setup options:
- Automatically create portals in NetClient CS for the Billing Contact of new ClientsIf your firm is licensed for the Client Management module and NetFirm CS, you can mark this checkbox to create a new portal automatically for the billing contact when you add a new client in Practice CS.
- Automatically create NetClient CS portals for the Billing Contact of new ProspectsIf your firm is licensed for the Client Management module and NetFirm CS, you can mark this checkbox to create a new portal automatically for the billing contact when you add a new prospect in Practice CS.
- Automatically create Practice CS folders in FileCabinet CS for new ClientsIf your firm is licensed for FileCabinet CS, mark this checkbox and select a path to your FileCabinet CS data from theData Locationdropdown list. When you mark the checkbox, Practice CS will automatically create a folder in FileCabinet CS when you add a new client inSetup, thenClients.
- Staff setup options:
- Automatically create portals in NetStaff CS for new Staff:If your firm is licensed for the Client Management module and NetFirm CS, you can mark this checkbox to have Practice CS create a new portal in NetStaff CS automatically each time you add a new staff member in Practice CS.
- Default dashboard layouts for new Staff:You can assign default dashboard layouts to new staff members for each dashboard. Selecting a default layout can save time setting up new staff and ensure that staff have access to any dashboards that have been designed specifically for the firm.
- Default User Preferences for new Staff:Selecting default user preferences can help speed up entering new staff in the application. If you want to specify default user preferences for new staff,Moreto open the User Preferences window and select their preferences.noteStaff with security permissions can later change their individual user preferences. They can also revert to the firm-specified defaults by selecting theReset to new Staff defaults for Firmlink on theUser Preferenceswindow (available fromSetup, thenUser Preferences).
