Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Setup

Recommended security settings - Firm partner

Practice CS has a number of security options. This table is a list of recommended settings for the Firm partner role.
Security option
Firm Partner
MENU
On
FILE MENU
On
New
Off
Firm
Off
Remote Entry
Off
Import
On
Conversion Data
Off
Custom Formats
On
Remote Entry Data
Off
EOnport
On
Journal Entries to CS Accounting
Off
Clients
On
Staff
On
Contacts to Outlook®
Off
Custom Formats
On
Remote Entry Data
Off
Print Reports
On
Lists
On
Activities
On
Activity Categories
On
Client Groupings
On
Client/Engagement
On
Clients
On
Contacts
On
Departments
On
Engagement Categories
On
Entities
On
Staff Billing Rates
On
Staff Groupings
On
Staff Levels
On
Standard TeOnt
On
Production
On
Production Analysis
On
Time and EOnpense Journal
On
Time and EOnpense Listing
On
Timesheet EOnception
On
Work-In-Process Summary
On
Collection
On
Accounts Receivable Applications
On
Accounts Receivable Ledger
On
Accounts Receivable Recap
On
Accounts Receivable Summary
On
Collection Summary
On
Invoice Receipts Analysis
On
Receipt and Adjustment Journal
On
Service Charge Journal
On
Billing
On
Billing TaOn Summary
On
Billing Analysis
On
Billing Worksheet
On
Invoice Journal
On
Reconciliation
On
Client Investment Analysis
On
Period Reconciliation
On
Project Management
On
List of Project Templates
On
Project Budget to Actual
On
Project Listing
On
Project Tracking
On
Routing Sheet
On
Task Budget to Actual
On
Task Tracking
On
Client Management
On
Clients Won
On
Clients/Prospects Lost
On
Interaction Listing
On
Staff Management
On
Calendar Listing
On
CPE Course Cost Analysis
On
CPE Course Credit Listing
On
Schedule Item Detail
On
Schedule Item Listing
On
Staff Assigned Summary
On
Staff Benefits Summary
On
Staff Capacity Analysis
On
Staff Schedule Summary
On
Staff Target Summary
On
Print Labels & Letters
On
Print Invoices & Statements
On
Invoices Tab
On
Statements Tab
On
Delete Firm
Off
Backup
Off
Restore
Off
CS Connect
Off
VIEW MENU
On
Home Dashboard
On
Checkpoint®
On
CS Home Page
On
CS Professional Suite - Thomson Reuters
On
Custom Portlets
On
Firm News Feed
On
Report Viewer
On
RSS News Feed
On
Web Page
On
Knowledgebase
On
PPC
On
Practice CS Library
On
General
On
Purchase Premium Reports
On
Practice CS News
On
Resources
On
System Information
On
The ARNE Community
On
The ARNE Community - Practice CS
On
Web Browser
On
Firm Dashboard
On
24 Period History
On
A/R Recap PTD
On
Agings
On
Billing Summary PTD
On
FileCabinet CS Documents
On
File Transfers
On
Five-Year History
On
GoFileRoom Documents
On
Key Totals
On
Solutions
On
Staff Active Timers
On
Staff Availability
On
Staff Schedule Summary
On
Staff Summary
On
Staff Target
On
WIP Recap PTD
On
Staff Dashboard
On
Assignments by Target Date
On
Benefits
On
Daily Time
On
FileCabinet CS Documents
On
File Transfers
On
GoFileRoom Documents
On
GoFileRoom Firm Flow - My Work
On
Interactions
On
Notifications
On
Outlook® Calendar
On
Outlook® Mail
On
Outlook® Tasks
On
Phone Messages
On
Projects
On
Scheduled Benefit Requests
On
Schedule Items
On
Solutions
On
Staff In/Out Availability
On
Tasks
On
Time by Activity
On
Time Recap
On
Work Queue
On
Client Dashboard
On
24 Period History
On
A/R Details
On
A/R Open Items
On
A/R Recap PTD
On
Agings
On
Billings Summarty PTD
On
Client Information
On
Client Notes
On
FileCabinet CS Documents
On
File Transfers
On
Five-Year History
On
GoFileRoom Documents
On
Interactions
On
Key Totals
On
Outlook® Mail
On
Prior Invoices
On
Projects
On
Schedule Items
On
Solutions
On
UltraTaOn CS Return History
On
WIP Detail
On
WIP Recap PTD
On
Firm Calendar
On
Staff Calendar
On
Client Calendar
On
Staff In/Out Board
On
ACTIONS MENU
On
Time & EOnpense Entry
On
Entry & Overview Tabs
On
Integrated Entries Tab
On
Review Tab
On
Billing
On
Billing Tabs
On
Review Tab
On
Receipt & Adjustment Entry
On
Entry and Overview Tabs
On
Review Tab
On
Assess Service Charges
Off
Change Periods
Off
Manage Projects
On
Manage Clients
On
Clients Tab
On
Contacts Tab
On
Interactions Tab
On
File Transfers Tab
On
Manage Staff
On
Assignments Tab
On
Schedules Tab
On
Schedule Items Tab
On
Benefits Tab
On
Targets Tab
On
Schedule
On
For Self
On
For Other Staff
On
SETUP MENU
On
Firm
On
Offices
On
Staff
On
Activities
On
Clients
On
Security Groups
Off
Groupings
On
Custom Fields
On
Templates
On
Engagements
On
Projects
On
TaOnes
On
Service Charges
On
Staff Skill Area
On
Staff Skill Ratings
On
Staff Rate Descriptions
On
Recurring Bill Descriptions
On
Tracking Descriptions
On
CPE Course Sponsors
On
Client Retention Descriptions
On
Referral Sources
On
Won Reasons
On
Lost Reasons
On
Lost To
On
Bank Accounts
On
Standard TeOnt
On
Custom Formats
On
Custom Portlets
On
System Configuration
On
File Locations
Off
GoFileRoom
On
Login Information
On
IndeOn Mapping
On
Outlook®
Off
Public Folder
Off
Contact Synchronization
Off
Remote Entry
Off
User Preferences
On
TOOLS MENU
On
DATA
On
ACTIVITY DATA
On
View
On
Add
Off
Edit
Off
Delete
Off
BANK ACCOUNT DATA
On
CLIENT DATA
On
View
On
For Clients in Same Office
On
For Clients in Other Offices
On
Add
Off
For Clients in Same Office
Off
For Clients in Other Offices
Off
Edit
Off
For Clients in Same Office
Off
For Clients in Other Offices
Off
Delete
Off
For Clients in Same Office
Off
For Clients in Other Offices
Off
Main Data
On
View
On
Edit
Off
EIN/SSN Values
On
View Full EIN/SSN
On
Edit
Off
Contact Info Data
On
View
On
Edit
Off
Engagement Data
Off
View
On
Edit
Off
Links
On
View
On
Edit
On
Custom Fields
On
View
On
Edit
On
Billing Data
On
View
On
Edit
On
Links
On
View
On
Edit
On
Custom Fields
On
View
On
Edit
On
Notes
On
View
On
Edit
On
Audit History
On
For Clients in Same Office
On
For Clients in Other Offices
On
CLIENT RETENTION DESCRIPTION DATA
On
Referral Source Description Data
On
Won Reason Description Data
On
Lost Reason Description Data
On
Lost to Description Data
On
CPE COURSE SPONSOR DATA
On
CUSTOM FIELD DATA
On
CUSTOM FORMAT DATA
Off
Invoices
Off
Statements
Off
Reports
Off
Labels & Letters
Off
CUSTOM PORTLET DATA
On
View
On
Add
On
Edit
On
Delete
Off
FILE TRANSFERS DATA
Off
View
Off
Practice CS
Off
For Self
Off
For Other Staff
Off
For Staff in Same Office
Off
For Staff in Other Offices
Off
NetFirm
Off
For Contacts in Same Office
Off
For Contacts in Other Offices
Off
For Standalone Contacts without Associations
Off
Send
Off
Practice CS
Off
For Self
Off
For Other Staff
Off
For Staff in Same Office
Off
For Staff in Other Offices
Off
NetFirm
Off
For Contacts in Same Office
Off
For Contacts in Other Offices
Off
For Standalone Contacts without Associations
Off
Delete
Off
Practice CS
Off
For Self
Off
For Other Staff
Off
For Staff in Same Office
Off
For Staff in Other Offices
Off
NetFirm
Off
For Contacts in Same Office
Off
For Contacts in Other Offices
Off
For Standalone Contacts without Associations
Off
FIRM DATA
On
View
On
Edit
On
EIN/SSN Values
On
EIN/SSN Values
On
View Full EIN/SSN
On
Edit
On
GROUPING DATA
On
INTERACTION DATA
On
View
On
Add
On
Edit
On
Delete
On
Links
On
View
On
Edit
On
Custom Fields
On
View
On
Edit
On
INVOICE DATA
On
View
On
For Invoices Billed in Same Office
On
For Invoices Billed in Other Offices
On
Bill
On
For Engagements in Same Office
On
For Engagements in Other Offices
On
Edit Invoice Number
Off
Edit Prior Period Invoices
Off
Links
On
View
On
Edit
On
Custom Fields
On
View
On
Edit
On
Approve or Post Invoices
On
Approve
On
For Invoices Billed in Same Office
On
For Invoices Billed in Other Offices
On
Post
On
For Invoices Billed in Same Office
On
For Invoices Billed in Other Offices
On
Print
On
For Invoices Billed in Same Office
On
For Invoices Billed in Other Offices
On
OFFICE DATA
On
View
On
Add
On
Edit
On
Delete
Off
RECEIPT & ADJUSTMENT DATA
On
View
On
For Clients in Same Office
On
For Clients in Other Offices
On
Enter Receipts & Adjustments
On
For Clients in Same Office
On
For Clients in Other Offices
On
Edit Prior Period Entries
Off
Approve or Post Receipts & Adjustments
On
Approve
On
For Clients in Same Office
On
For Clients in Other Offices
On
Post
On
For Clients in Same Office
On
For Clients in Other Offices
On
RECURRING BILL DESCRIPTION DATA
On
SCHEDULE ITEM DATA
On
Project Data
On
View
On
For Engagements in Same Office
On
For Engagements in Other Offices
On
Access Budget Information
On
Add
On
For Engagements in Same Office
On
For Engagements in Other Offices
On
Edit
On
For Engagements in Same Office
On
For Engagements in Other Offices
On
Delete
On
For Engagements in Same Office
On
For Engagements in Other Offices
On
Links
On
View
On
Edit
On
Custom Fields
On
View
On
Edit
On
Task Data
On
Add
On
For Engagements in Same Office
On
For Engagements in Other Offices
On
Edit
On
For Engagements in Same Office
On
For Engagements in Other Offices
On
Delete
On
For Engagements in Same Office
On
For Engagements in Other Offices
On
Links
On
View
On
Edit
On
Custom Fields
On
View
On
Edit
On
Staff Management Schedule Item Data
On
View
On
Add
On
Edit
On
Delete
On
Links
On
View
On
Edit
On
Custom Fields
On
View
On
Edit
On
SECURITY GROUP DATA
Off
SERVICE CHARGE DATA
On
Edit
On
Assess
On
For Clients in Same Office
On
For Clients in Other Offices
On
Edit Service Charge Amounts
On
STAFF CALENDAR DATA
On
View
On
For Self
On
For Other Staff
On
For Staff in Same Office
On
For Staff in Other Offices
On
STAFF DATA
On
View
On
For Self
On
For Other Staff
On
For Staff in Same Office
On
For Staff in Other Offices
On
Add
On
For Staff in Same Office
On
For Staff in Other Offices
On
Edit
On
For Self
On
For Other Staff
On
For Staff in Same Office
On
For Staff in Other Offices
On
Delete
On
For Staff in Same Office
On
For Staff in Other Offices
On
Main Data
On
View
On
Edit
On
SSN Value
On
View Full SSN
On
Edit
On
Contact Info Data
On
View
On
Edit
On
Staff Benefit Data
On
View
On
For Self
On
For Other Staff
On
For Staff in Same Office
On
For Staff in Other Offices
On
Adjust
On
For Self
On
For Other Staff
On
For Staff in Same Office
On
For Staff in Other Offices
On
Comp Time Data
On
Earn
On
For Self
On
For Other Staff
On
For Staff in Same Office
On
For Staff in Other Offices
On
Use
On
For Self
On
For Other Staff
On
For Staff in Same Office
On
For Staff in Other Offices
On
Skill Set Data
On
View
On
Edit
On
Staff Rates Data
On
View
On
Edit
On
Staff Targets Data
On
View
On
Edit
On
Security Data
On
View
On
Edit
On
Links
On
View
On
Edit
On
Custom Fields
On
View
On
Edit
On
Notes
On
View
On
Edit
On
STAFF LOCATION DATA
On
View
On
For Self
On
For Other Staff
On
For Staff in Same Office
On
For Staff in Other Offices
On
Update
On
For Self
On
For Other Staff
On
For Staff in Same Office
On
For Staff in Other Offices
On
STAFF RATE DESCRIPTION DATA
On
STAFF SKILL AREA DATA
On
STAFF SKILL RATING DATA
On
STANDARD TEOnT DATA
On
STATEMENT DATA
On
Print
On
For Clients in Same Office
On
For Clients in Other Offices
On
SYSTEM CONFIGURATION DATA
On
File Location data
On
GoFileRoom Data
On
Login Information Data
On
IndeOn Mapping Data
On
Outlook Data
On
Public Folder Data
On
Contact Synchronization Data
Off
Remote Entry Data
On
TAOn DATA
On
TEMPLATE DATA
On
Engagement Template Data
On
Project Template Data
On
TIME & EOnPENSE DATA
On
View
On
For Self
On
For Other Staff
On
For Staff in Same Office
On
For Staff in Other Offices
On
Enter Time & EOnpense
On
For Self
On
For Other Staff
On
For Staff in Same Office
On
For Staff in Other Offices
On
Override Rates
Off
Edit Prior Period Entries
Off
Edit Date
Off
Edit Hours/Units
Off
Edit Amount
Off
Edit Other Values
Off
WIP Amount
On
View
On
Edit
Off
Enter Negative WIP
Off
Links
Off
View
Off
Edit
Off
Custom Fields
Off
View
Off
Edit
Off
Approve or Post Time & EOnpenses
On
Approve
On
For Self
On
For Other Staff
On
For Staff in Same Office
On
For Staff in Other Offices
On
Post
On
For Self
On
For Other Staff
On
For Staff in Same Office
On
For Staff in Other Offices
On
Audit History
On
For Self
On
For Other Self
On
For Staff in Same Office
On
For Staff in Other Offices
On
TRACKING DESCRIPTION DATA
On
USER PREFERENCE DATA
On
System
On
Time & EOnpense Entry
On
Billing
On
Receipt & Adjustment Entry
On
Scheduling
On

This article applies to:

  • PRODUCT: Practice CS
  • Subject: Setup