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View Practice CS Videos and PDFs!  

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Videos  

Along with the below links, if you’re just getting started in Practice CS we have a number of new user resources that can be accessed here.
Billing a client with no WIP (2.5 min)

Billing a client with no WIP

This video shows you how to bill a client for whom you have not yet entered any work-in-process (WIP).

 Videos
Completing projects in Practice CS by logging status events in UltraTax CS (4 min)

Completing projects in Practice CS by logging status events in UltraTax CS

This video shows you how to use status events in UltraTax CS to complete projects and tasks in Practice CS.

 Videos
Converting clients and activities from nonbillable to administrative (5.5 min)

Converting clients and activities from nonbillable to administrative

This video shows you how to convert nonbillable activities to administrative activities.

 Videos
Creating and clearing progress bills (5.5 min)

Creating and clearing progress bills

This video shows you how to use the progress billing feature of Practice CS from start to finish. It also includes how to clear the progress bill and associate it with staff time entered.

 Videos
Deleting, moving, and adding columns to create a custom report (7.5 min)

Deleting, moving, and adding columns to create a custom report

This video shows you how to create a custom report based on a standard report and then delete unnecessary columns, move columns, and add columns.

 Videos
Setting Report Options - A/R Summary (5 min)

Setting Report Options - A/R Summary

This video shows you how to use the report options on the A/R Summary.

 Videos
Setting Report Options - Billing Worksheet (4.5 min)

Setting Report Options - Billing Worksheet

This video shows you how to use the report options on the Billing Worksheet.

 Videos
Synchronizing your contacts with Microsoft Outlook (3.5 min)

Contact Synchronization

This video shows you how to use the Contact Synchronization feature of Practice CS to synchronize your contacts with Microsoft Outlook.

 Videos
Working with the Client Dashboard (6 min)

Working with the Client Dashboard

This video shows you some of the basic functionality of the Client Dashboard.

 Videos
   
PDFs  
General  
Getting Started

Getting Started

Provides detailed instructions for installing the software, a brief introduction to features available in Practice CS, and information on setting up the program to suit your needs.

 General
Sample Reports

Sample Reports

Describes how to create, preview, and print reports; provides sample printouts and a brief description for each kind of report available in Practice CS.

 General
   
WalkThroughs  
Accounts Receivable

Accounts Receivable

Describes how to enter receipts and adjustments, assess service charges, print statements, and edit custom statement formats, using hands-on exercises and sample data.

 WalkThrough
Billing

Billing

Describes various methods you can use for billing your clients in Practice CS using hands-on exercises and sample data; also shows how to generate invoices and create custom invoice formats.

 WalkThrough
Client Management Module

Client Management Module

Describes the process of managing your relationships with clients using the Practice CS Client Management add-on module, which enables you to track interactions with clients and contacts, analyze why your firm wins and loses clients, and synchronize contacts between Practice CS and Microsoft Outlook.

 WalkThrough
Custom Formatting

Custom Formatting

Provides instructions and examples for adding and modifying custom reports, invoices and statements using the Custom Formats screen and the format designer. Also includes letter and label examples.'

 WalkThrough
Project Management Module

Project Management Module

Provides an understanding of the project management workflow in Practice CS and describes how to create project and task templates, use notifications to track projects, use the dashboards to manage project information, update project information during time entry, and analyze projects using Practice CS reports.

 

 WalkThrough
Staff Management Module

Staff Management Module

Provides an understanding of how to manage your Firm benefits, staff target hours, and scheduling.

 

 WalkThrough
Time & Expense Entry

Time & Expense Entry

Describes how to enter time and expenses in Practice CS using hands-on exercises and sample data.

 WalkThrough
   
Conversion  
Microsoft Excel Custom Conversion

Microsoft Excel Custom Conversion

Technical Services can provide a custom conversion to Practice CS using Microsoft Excel.

 Conversion
Conversion from Creative Solutions Practice

Conversion from Creative Solutions Practice

Information kit for conversion from Creative Solutions Practice.

 Conversion
   
Sample Engagement and Activity Lists (Customer Submitted)  
Engagement and Activity List 1

Engagement and Activity List 1

A real world example of both an Engagement and Activity List.

  
   
Mobile CS  
Getting Started

Getting Started

This guide provides information about installing and configuring Mobile CS Link, Enabling Mobile CS for staff members, downloading the Mobile CS app, and logging into Mobile CS.

 Mobile CS