Default dashboard views and portlets

Customize these dashboards to create your ideal workspace in
Workpapers CS
. Arrange your most-used information for quick and easy access.
Dashboards in
Workpapers CS
help you see multiple information sources on 1 screen. When you first sign in, you'll find these dashboards:
  1. Home
  2. Firm
  3. Staff
  4. Client
  5. Workpapers

Open dashboards

To open dashboards:
  • Use the
    View
    menu.
  • Select the dashboard buttons on the main toolbar.

Dashboard features

  • Multiple views (tabs)
  • Customizable portlets (information windows)
  • Resize and move portlets to fit your needs

Home dashboard

  • Main view: Resources and Notices
  • Other views: Payroll Forms, CS Home Page, Help & How-To, Ideas Community

Firm dashboard

  • Main view: Staff Availability, FileCabinet CS Documents, Internet Filing, Solutions
  • Tax & Accounting Newsletters view

Staff dashboard

  • Main view: Staff In/Out, Resources, Solutions, System Information
  • Other views: Tax & Accounting Community, Help & How-To

Client dashboard

  • Main view: Client Info, Bank Accounts, FileCabinet CS Documents, Vendors, Employees
  • Includes tabbed views for financial data

Workpapers dashboard

  • Tree view: Engagement Binders, Workpaper Properties, Notes
  • List view: Workpapers List, Notes, Notes List
  • Workpaper view: Engagement Binders, Workpaper Preview