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Set up your firm and staff

Set up your firm

The 1st step in setting up Workpapers CS is to enter information about your firm and to select preferences for those in your firm who use the application to process data for your clients.
Do the following to set up your firm:

Enter basic firm information

You can enter basic identification and contact information on the
Main
 tab of the
Firm
 screen:
  1. Select
    Setup
    ,
    Firm Information
    , then
    Firm
    .
  2. On the
    Main
     tab, the application automatically enters the firm name and EIN or SSN based on your license. However, you can override this information as needed.
  3. By default, the application enters address information from your license as a business address. You can enter additional addresses if needed. Select the down arrow next to the Business field and select a different address type. The field name changes based on the type you select.
    note
    • You can customize the options in the dropdowns for some of the data entry fields in several of the set up screens (
      Firm
      ,
      Staff
      ,
      Clients
      ,
      Vendors
      , and
      Customers
      ). Custom dropdowns are indicated by a vertical green line by the dropdown arrow.
    • When you enter data in those fields and press
      CTRL+S
      , the application saves that entry to the dropdown and makes it available in other data-entry screens throughout the application.
    • The application includes an address verification feature, which verifies that the addresses you enter are accurate and valid.
  4. Enter other applicable firm information.

Add logo and signature images

You can print a logo and/or signatures on checks, invoices, reports, financial statements, and letters. Create the images in BMP, JPG, or PNG format, then select them in the
Firm
 screen.
note
  • The dimensions of the image you're adding should be the actual size that you want to use on the documents.
  • For signature images, make sure that the signature is dark enough to display and print properly. If the signature isn't dark enough, it may not be legible.
  1. In the
    Firm
     screen, select the
    Images
     tab.
  2. Select the ellipsis next to the logo or signature field you want to select the image for.
  3. In the
    Insert Image
     window, select
    Insert
    , find the image file you want, then select
    Open
    .
  4. If the image is acceptable, select
    Done
    .

Set firm preferences

The majority of settings that apply to the application at the global level are available in the
Preferences
 tab of the
Setup
,
Firm Information
, then the
Firm
 screen. These settings apply to all staff members who use the application and to all clients whose data you process in the application.
Preferences include the following:
  • Security Options
    :
    • Enable firm security
      : Mark this checkbox to require passwords when a firm database is opened. Otherwise, firm staff can open and access all areas in the application without using a password.
      note
      • Enable firm security to use the Workpapers service for any client or to enable Accounting CS Client Access for any client.
      • Exit the application and then reopen it for the new setting to take effect to enable firm security.
      • Firm security can't be disabled after it has been enabled.
    • Enable Remember login information
      : Mark this checkbox to display the
      Remember login information
       checkbox in the sign-in screen. This provides staff with the option to sign in from their own computers without re-entering their user ID and password each time they attempt to sign in. Leave the checkbox cleared to require staff to sign in each time they open the application.
  • Data Entry Confirmation
    :
    • Select fields that require confirmation
      : To specify that a data entry confirmation prompt be displayed when changes are made to certain types of fields within the application, select the ellipsis button. In the
      Data Entry Confirmation Entries
       screen, mark the checkbox for each field that requires re-entry for data confirmation, then select
      OK
      .
    • Prompt to generate liabilities for handwritten payroll checks in Enter Transactions
      : Mark this checkbox to prompt that handwritten payroll checks have been entered during this session that haven’t had liabilities generated yet. You can choose to generate the liabilities from here, or do so later.
  • Employee Requirements
    :
    • Require Hire date.
       Mark this checkbox to confirm that the hire date is entered for the current employee prior to saving the employee record. A warning will flash next to the
      Hire date
       field in the
      Personal
       tab of the Employees screen when you attempt to save the employee record without entering a hire date.
    • Require Birth date if active retirement plan deduction
      : Mark this checkbox to require that a birth date be entered for any employees a retirement plan deduction is set up for. This ensures that the application can increase contribution limits for retirement plans when appropriate.
    • Prompt when EIN/SSN is blank or Applied For
      : Mark this checkbox to verify and prompt that a EIN/SSN hasn't been entered or has been set to
      Applied For
      prior to saving the employee record in the Employees screen.
  • Event Tracking
    : Event tracking is enabled as the default setting to monitor specific activities that affect your firm database, which are recorded in the Events tab of the Firm screen. Mark the
    Disable event tracking
     checkbox to discontinue event monitoring.
  • Transaction Entry
    : Select either Bank Account or Journal as the default data-entry method to use when entering data.
    note
    You can select a different data-entry method on a client-by-client basis on the
    Enter Transactions
     screen, and that selection then becomes the default method for that client.
  • Data Sharing
    : Data sharing is enabled by default with other applications in the CS Professional Suite.
    • Enable data sharing
      : Mark this checkbox to show the Data Sharing toolbar button and enable data sharing for the application.
    • Synchronize pending updates upon opening the application
      : Mark this checkbox to allow the application to check for data sharing updates for all clients while the application is opening.
You can also set preferences for Practice CS, FileCabinet CS, and Workpapers, as needed.

This article applies to:

  • Product: Workpapers CS
  • Subject: Setup