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Integrate data with other applications

Export invoices to Practice CS

You can export finalized invoices to Practice CS.
By default, the ability to export invoices to Practice CS is disabled. To enable the export functionality, select
Setup
 >
File Locations
, the
CS Professional Suite
 tab, and specify the Practice CS data location for the application to save the exported invoices file. Note that the location you specify can't be the default C:\ location.

Manually export invoices

  1. Select
    File
     >
    Print Billing Invoices
     and select the
    Finalized
     tab.
  2. Mark the checkbox for each invoice that you want to export to Practice CS.
  3. Select
    Export to Practice CS
    . The application exports the selected invoices; Practice CS immediately detects the exported invoices and retrieves them.
  4. In Practice CS, select
    Actions
     >
    Billing
     and select the
    Integrated Invoices
     tab. The tabbed page displays a list of invoices that were exported.
  5. To accept an exported invoice in Practice CS, mark the checkbox for that invoice and select
    Accept Selected
    . To remove an exported invoice from Practice CS, mark the checkbox for that invoice and select
    Reject Selected
    .

Automatically export invoices

Mark the
Automatically export finalized invoices
 checkbox in the Practice CS Options section in the
Preferences
 tab of the
Setup
 >
Firm Information
 >
Firm
 screen to have the application automatically export the following invoices when the
Create fee as final
 checkbox is marked for the fees on the invoice.
  • Invoices created in the
    Add Fee
     screen.
  • Invoices are created when vendor checks are printed.
  • Invoices are created when payroll forms are printed.
  • Invoices created via
    Complete Payroll Output
    .

This article applies to:

  • Product: Accounting CS
  • Subject: Integration
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