Setup
Add portals for staff and offices
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 for searching and filtering in large databases
Best practices to set up firm security
Best practices to set user preferences
Change the client billing contact from the primary contact
Change preferred contacts or billing contacts
Change the page and dropdown limits
Create a Remote Entry firm database
Creative Solutions Practice conversion options to Practice CS
Custom formats field descriptions
Delete items associated with historical data
Enter client contact information
Enter client custom field information
Enter Client Identification Information
Find existing portals for contacts or staff
Insert Text Prompt [Standard Text]
Link to documents in FileCabinet CS
Link to documents in GoFileRoom
Link to a web page from Practice CS
Modify the spell checker dictionary
Populate Practice CS with client information from UltraTax CS
Portals for clients and standalone contacts
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
Preview Custom Invoice Format window
Preview Custom Statement Format window
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
Select an industry code for a client
Select options for checking spelling
Setting up an accruable benefit activity code
Setting up additional contacts
Set up client billing and A/R options
Set up engagements for a client
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
Store your NetStaff CS password
Technical Services solutions by product
Use the Format Wizard for reports, letters, or labels