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Set up your firm and staff

Set up staff user preferences

Each staff member can personalize their workspace using user preferences. This helps you work more efficiently and comfortably.
  1. Select
    Setup
    , then
    User Preferences
    .
  2. Mark or clear checkboxes in the
    User Preferences
     window to turn features on or off.
    For example, you can use the Enter key to move between fields instead of the Tab key, turn on implied decimals, choose defaults for reports, and select which types of files should be sent to which printers. The payroll tax forms have additional printer options for each copy type.
    note
    • Mark the
      Use Enter key to move between fields
       checkbox to have the enter key always move you to the next field during data entry. When this option is selected, you can press Alt + N to save changes in a screen. In addition, when this checkbox is marked and you enter a journal entry or bank account transactions (other than a payroll check) in the
      Enter Transactions
       screen, you can immediately save a transaction by pressing the Enter key when your cursor is in the
      Account
       field and the field is blank.
    • The
      Use Enter key as a shortcut to save in transaction entry
       checkbox is only available when the
      Use Enter key to move between fields
       checkbox is also selected and is specific to the
      Enter Transactions
       screen. When this checkbox is marked and you're entering a bank account transaction (other than a payroll check) where the Distributions tab is automatically populated, pressing the Enter key when your cursor is in the Amount field saves the transaction right away.
  3. Go to the
    Reports
     tab to modify settings for all reports that are printed from the application. Select
    Customize
     next to each item to change it.
    • Detailed options
      : Print the detailed options in the header on all predefined reports. Detailed options can include a specified region, section, filters, and sorting options.
    • Client ID
      : Print the client ID in the header of all predefined reports.
    • Staff ID
      : Print the staff ID in the footer of all predefined reports.
    • System date and time
      : Print the system date and time in the footer of all predefined reports.
    • Page number
      : Print the page number so that it's right justified in the footer of all predefined reports.
  4. In the
    System
     tab under
    User Preferences
    , select a favorite screen from the dropdown. The screen you select will display when you open the application or select
    Favorite Screen
     in the toolbar. If you don't choose anything, the Home Dashboard will display by default.
  5. In the
    System
     tab under
    User Preferences
    , select
    Reset
     to display hidden alert messages if you marked
    Don't show this message again
    .

This article applies to:

  • Product: Workpapers CS
  • Subject: Clients,Setup