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 (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 Searchfield 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 theFilterfield, or select theMore
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
- TheIDandDescriptionfields are required fields.
- Several fields on this tab are used for data sharing with other applications.
- If you are licensed for theClient Managementmodule, this tab includes aClient retention informationsection 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 ().Projects tab
Use this tab to add and update client project information.
note
- This tab is available only if you are licensed for theProject Managementmodule.
- Projects that appear in this tab are set up in theProject Templatesscreen ().
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 . The default invoice format comes from your selection in the
Firm
setup screen ().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.
