Setup
Adding portals while setting up clients or contacts
Adding portals while sending or requesting files
Allocation methods for integrated invoices
Assign a category to a contact
Assign staff to schedule items
Best practices to set up firm security
Best practices to set user preferences
Change preferred contacts or billing contacts
Creative Solutions Practice conversion options to Practice CS
Custom formats field descriptions
Find existing portals for contacts or staff
Link to documents in FileCabinet CS
Practice CS: "ClientName Is Set Up for Recurring Billing" Message When Detail Billing
Practice CS: Assign Projects to Administrative Clients
Practice CS: Create and Print Labels
Practice CS: Four of seven phone numbers display on the Contact Info Tab of Client Setup
Set up and use contact categories
Recommended security settings - AR entry
Recommended security settings - Biller
Recommended security settings - Firm partner
Recommended security settings - Front desk
Recommended security settings - Invoice approval
Recommended security settings - Office Administrator and HR
Recommended security settings - Project manager
Recommended security settings - Staff manager
Recommended security settings - Timekeeper
Request a Practice CS conversion from Technical Services
Setting up an accruable benefit activity code
Setting up additional contacts
Set up benefit allowances based on months of employment
Setting up benefit allowances based on staff level
Set up and use skill sets and staff qualifications
Set up sales and service taxes