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System Configuration > CS Connect + Options tab
Show all hidden content
Use this tab to customize CS Connect background services options for your firm, including when application updates will be applied and which computers you want to run background services. Also use this tab to specify the maximum years' data to retain on your hard disk for all clients.
To open this tab, choose Setup and then System Configuration and select the CS Connect + Options tab.
note
Depending on your security configuration, you might be prompted to enter the master password before you can open the System Configuration dialog.
Fields & buttons
CS Connect Background Services options group box
note
If you have licensed and installed UltraTax CS or FileCabinet CS, the CS Connect background services options you set here will also be applied to those applications.
Enable background services
Mark this checkbox to enable background services. When this checkbox is marked, updates are automatically downloaded via CS Connect.
Which computers are allowed to run background services?
Any computer on this network:
Select this option to enable all computers on a network to download and apply updates. This is the preferred option for most firms.Only this computer:
Select this option to designate a single computer to be responsible for downloading and applying updates. Select this option from the computer you want to designate. If this option is selected, updates will be downloaded via CS Connect only while this computer is turned on.Only [username]'s computer:
You will see this option only after another computer on your network has marked the Only on this computer
option above.Apply Fixed Assets CS updates automatically
Apply updates as each user's processing permits (recommended):
Select this option when you want CS Connect to immediately apply pending application updates for any product that is not currently open on the individual user's computer.Apply updates every day at [time]:
Select this option and specify when you want CS Connect to apply pending application updates.note
For updates to be applied automatically at a specified time, all users must close Fixed Assets CS and at least one authorized user must remain logged in to the network. If a user fails to exit Fixed Assets CS, updates will still apply for all users who have exited, and the user who did not exit the application will acquire the updates automatically after closing and reopening the application.
Miscellaneous group box
Retain [n] years of fixed assets data
Use this field to enter a number (2 - 10) to specify the maximum years' data to be retained on your hard disk for all clients. This range includes the client's current-year data files plus any prior-year data files. When the client closes to the next year, data older than the number of years shown in this field (minus one for the current year's data files) will be erased from your hard drive as you close to the next year.
note
Be sure to back up the client's data before closing to the next year.
note
This field is read-only when accessed via the File and then Select Period to Process dialog.
Open clients in the processing period last worked in
Mark this checkbox to indicate that Fixed Assets CS should open clients in the last period in which they were worked on. When this checkbox is marked, client data opens in the period it was last worked on in Fixed Assets CS instead of opening in the latest period for the client.
Asset note group box
Delete note when period closed to next year
Mark this checkbox to indicate that Fixed Assets CS should delete the information in the Note tab when the period is closed.
note
The information entered in the Note tab will not be deleted in the original period.
Client note defaults group box
Font type
Select the default font type for all client notes.
Font size
Select the default font size for all client notes.
Masking SSN/EINs on reports/forms
Field masking applies to: Client listings
Mark this checkbox to prevent the clients SSN/EINs printing on client listing reports.
Field masking applies to: Reports
Mark this checkbox to prevent the clients SSN/EIN from printing on reports.
Field masking applies to: Forms
Mark this checkbox to prevent the clients SSN/EIN from printing on forms.