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Setup

Clients setup overview

In the
Clients
 screen, enter information that your firm uses to track and bill the services you perform for your clients, such as client ID information, contacts, billing options, and engagements. You can also select client groupings for reporting and analysis.
note
The
Clients
 screen is a user-defined terminology screen. Your firm may refer to this screen by a different name. To view the default names for user-defined items, select
Help
Enable Default Terminology
 (or press CTRL+SHIFT+H).
To open the
Clients
 setup screen, select
Setup
, then
Clients
.

Clients selection list

Select a name in the
Clients
 selection list to open that client’s records. To search for specific clients or client information, or to narrow down the list of clients, use the
Search
 and
Filter
 fields at the top of the screen.
  • Select the down arrow button in the
    Search
     field to specify your search criteria. You can use search to restrict your search to specific fields and select from a variety of search methods.
  • Select a filter from the
    Filter
     field, or select the
    More
     button and create a filter using criteria that you specify.

Main tab

Use this tab to enter client identification information and to assign the client to groupings.
note
  • The
    ID
     and
    Description
     fields are required fields.
  • Several fields on this tab are used for data sharing with other applications.
  • If you are licensed for the
    Client Management
     module, this tab includes a
    Client retention information
     section to track information on clients your firm has won and lost. You'll need to set up client retention descriptions for some of these fields.

Contact Info tab

Use this tab to add the client’s contact information and any additional contacts the client may have.

Engagements tab

Use this tab to add or modify engagements for the selected client.
note
Engagements that appear in this tab are set up in the
Engagement Templates
 screen (
Setup
Templates
Engagements
).

Projects tab

Use this tab to add and update client project information.
note
  • This tab is available only if you are licensed for the
    Project Management
     module.
  • Projects that appear in this tab are set up in the
    Project Templates
     screen (
    Setup
    Templates
    Projects
    ).

Billing and A/R tab

Use this tab to set up a client’s billing options. You can specify the client’s default invoice and statement formats, select the number of days before the client’s invoices are due, select whether to assess service charges for this client, and specify a billing contact and additional recipients of invoices and statements.
There is also a
Billing instructions
 text field to enter relevant information about billing this client.
note
Formats that appear in this tab are created in
Setup
Custom Formats
. The default invoice format comes from your selection in the
Firm
 setup screen (
Setup
Firm
).

Links tab

Use the
Links
 tab to add links to files, websites, or documents outside of Practice CS, including documents stored in FileCabinet CSor GoFileRoom.

Custom Fields tab

Use the
Custom Fields
 tab to view all of the custom fields you have created for the
Clients
 setup screen, which can be checkboxes, dates, lists, numeric fields, staff lists, or text-entry fields. Custom fields for dates have a dropdown calendar. Numeric custom fields have a dropdown calculator.

Notes tab

Use the
Notes
 tab to enter any other information you want to track for this client. This tab can also share client notes with FileCabinet CS, Fixed Assets CS, and UltraTax CS, if you are licensed for these applications and have data sharing enabled.

History tab

Use the
History
 tab to view change history for the client record, which provides an audit trail for administrative purposes. This tab appears only for staff who have security permissions to view history.

This article applies to:

  • Product: Practice CS
  • Subject: Setup