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Firm administration

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.
  1. Select
    Setup
    , then
    Firm
    .
  2. Select the
    Preferences
     tab.
  3. In the
    Approval/Posting
     process section, mark the checkboxes if your firm uses an approval process for the following activities. Using an
    approval process
     means 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
  4. In the
    Security options
     section, mark the
    Enable Firm Security
     checkbox 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.
  5. 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 selecting
    File
    , then
    Open Firm
    .
    note
    This checkbox is marked by default.
  6. Mark the
    Integrate this Firm with other solutions
     checkbox if you want Practice CS to accept data from other CS Professional Suite applications.
    note
    This checkbox can be marked for only 1 firm database at a time.
  7. In the
    Time and Expense Entry
     section, mark the
    Require Projects on Time and Expense Entries
     field to make
    Project
     a required field during time and expense entry.
    note
    If a project doesn’t exist or is completed, the project won’t be required.
  8. Under Contact setup options, select the format as a default for the entry of telephone numbers.
  9. Client setup options:
    • Automatically create portals in NetClient CS for the Billing Contact of new Clients
      If 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 Prospects
      If 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 Clients
      If your firm is licensed for FileCabinet CS, mark this checkbox and select a path to your FileCabinet CS data from the
      Data Location
       dropdown list. When you mark the checkbox, Practice CS will automatically create a folder in FileCabinet CS when you add a new client in
      Setup
      , then
      Clients
      .
  10. 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,
      More
       to open the User Preferences window and select their preferences.
      note
      Staff with security permissions can later change their individual user preferences. They can also revert to the firm-specified defaults by selecting the
      Reset to new Staff defaults for Firm
       link on the
      User Preferences
       window (available from
      Setup
      , then
      User Preferences
      ).

This article applies to:

  • Product: Practice CS
  • Subject: Setup