Forwarding client invoice information to Practice CS
Before taking these steps, you'll need to have:
- Defined status events in UltraTax CS.
- Marked theIntegrate this Firm with other solutionscheckbox by going toSetup,Firm, then thePreferencestab.
You can export invoice amounts from UltraTax CS so you don't have to re-enter the billing information that displays on an UltraTax CS invoice into Practice CS. UltraTax CS will export a client's invoice amount when a certain status event is logged for that client.
You can specify which status event you will log to have UltraTax CS forward the invoice amount to Practice CS.
- In UltraTax CS, selectSetup, thenOffice Configuration.noteDepending on your security configuration, you may need to enter the master password.
- Select theStatustab.
- Select the event, thenEdit.
- Mark theWith the log of this event, forward invoice to CS Practice Productscheckbox.noteThis checkbox is available only if you're licensed for Practice CS and have it installed. If it's still not available, selectSetup,User Preferences,File Locations, and specify the location of Practice CS.
- SelectOK.
When you log the selected event for a client, that client's invoice amount will be forwarded to Practice CS.
