Recommended security settings - Invoice approval
Practice CS has a number of security options. This table is a list of recommended settings for the Invoice approval role.
Security option | Invoice approval |
|---|---|
MENU | On |
FILE MENU | On |
New | Off |
Firm | Off |
Remote Entry | Off |
Import | Off |
Conversion Data | Off |
Custom Formats | Off |
Remote Entry Data | Off |
EOnport | Off |
Journal Entries to CS Accounting | Off |
Clients | Off |
Staff | Off |
Contacts to Outlook® | Off |
Custom Formats | Off |
Remote Entry Data | |
Print Reports | On |
Lists | Off |
Activities | Off |
Activity Categories | Off |
Client Groupings | Off |
Client/Engagement | Off |
Clients | Off |
Contacts | Off |
Departments | Off |
Engagement Categories | Off |
Entities | Off |
Staff Billing Rates | Off |
Staff Groupings | Off |
Staff Levels | Off |
Standard TeOnt | Off |
Production | On |
Production Analysis | Off |
Time and EOnpense Journal | Off |
Time and EOnpense Listing | Off |
Timesheet EOnception | Off |
Work-In-Process Summary | On |
Collection | Off |
Accounts Receivable Applications | Off |
Accounts Receivable Ledger | Off |
Accounts Receivable Recap | Off |
Accounts Receivable Summary | Off |
Collection Summary | Off |
Invoice Receipts Analysis | Off |
Receipt and Adjustment Journal | Off |
Service Charge Journal | Off |
Billing | On |
Billing TaOn Summary | Off |
Billing Analysis | Off |
Billing Worksheet | On |
Invoice Journal | On |
Reconciliation | Off |
Client Investment Analysis | Off |
Period Reconciliation | Off |
Project Management | Off |
List of Project Templates | Off |
Project Budget to Actual | Off |
Project Listing | Off |
Project Tracking | Off |
Routing Sheet | Off |
Task Budget to Actual | Off |
Task Tracking | Off |
Client Management | Off |
Clients Won | Off |
Clients/Prospects Lost | Off |
Interaction Listing | Off |
Staff Management | Off |
Calendar Listing | Off |
CPE Course Cost Analysis | Off |
CPE Course Credit Listing | Off |
Schedule Item Detail | Off |
Schedule Item Listing | Off |
Staff Assigned Summary | Off |
Staff Benefits Summary | Off |
Staff Capacity Analysis | Off |
Staff Schedule Summary | Off |
Staff Target Summary | Off |
Print Labels & Letters | Off |
Print Invoices & Statements | On |
Invoices Tab | On |
Statements Tab | Off |
Delete Firm | Off |
Backup | Off |
Restore | Off |
CS Connect | Off |
VIEW MENU | On |
Home Dashboard | Off |
Checkpoint® | Off |
CS Home Page | Off |
CS Professional Suite - Thomson Reuters | Off |
Custom Portlets | Off |
Firm News Feed | Off |
Report Viewer | Off |
RSS News Feed | Off |
Web Page | Off |
Knowledgebase | Off |
PPC | Off |
Practice CS Library | Off |
General | Off |
Purchase Premium Reports | Off |
Practice CS News | Off |
Resources | Off |
System Information | Off |
The ARNE Community | Off |
The ARNE Community - Practice CS | Off |
Web Browser | Off |
Firm Dashboard | Off |
24 Period History | Off |
A/R Recap PTD | Off |
Agings | Off |
Billing Summary PTD | Off |
FileCabinet CS Documents | Off |
File Transfers | Off |
Five-Year History | Off |
GoFileRoom Documents | Off |
Key Totals | Off |
Solutions | Off |
Staff Active Timers | Off |
Staff Availability | Off |
Staff Schedule Summary | Off |
Staff Summary | Off |
Staff Target | Off |
WIP Recap PTD | Off |
Staff Dashboard | Off |
Assignments by Target Date | Off |
Benefits | Off |
Daily Time | Off |
FileCabinet CS Documents | Off |
File Transfers | Off |
GoFileRoom Documents | Off |
GoFileRoom Firm Flow - My Work | Off |
Interactions | Off |
Notifications | Off |
Outlook® Calendar | Off |
Outlook® Mail | Off |
Outlook® Tasks | Off |
Phone Messages | Off |
Projects | Off |
Scheduled Benefit Requests | Off |
Schedule Items | Off |
Solutions | Off |
Staff In/Out Availability | Off |
Tasks | Off |
Time by Activity | Off |
Time Recap | Off |
Work Queue | Off |
Client Dashboard | On |
24 Period History | On |
A/R Details | On |
A/R Open Items | On |
A/R Recap PTD | On |
Agings | On |
Billings Summarty PTD | On |
Client Information | On |
Client Notes | On |
FileCabinet CS Documents | On |
File Transfers | On |
Five-Year History | On |
GoFileRoom Documents | On |
Interactions | On |
Key Totals | On |
Outlook® Mail | On |
Prior Invoices | On |
Projects | On |
Schedule Items | On |
Solutions | On |
UltraTaOn CS Return History | On |
WIP Detail | On |
WIP Recap PTD | On |
Firm Calendar | Off |
Staff Calendar | Off |
Client Calendar | Off |
Staff In/Out Board | Off |
ACTIONS MENU | On |
Time & EOnpense Entry | Off |
Entry & Overview Tabs | Off |
Integrated Entries Tab | Off |
Review Tab | Off |
Billing | On |
Billing Tabs | On |
Review Tab | On |
Receipt & Adjustment Entry | Off |
Entry and Overview Tabs | Off |
Review Tab | Off |
Assess Service Charges | Off |
Change Periods | Off |
Manage Projects | Off |
Manage Clients | Off |
Clients Tab | Off |
Contacts Tab | Off |
Interactions Tab | Off |
File Transfers Tab | Off |
Manage Staff | Off |
Assignments Tab | Off |
Schedules Tab | Off |
Schedule Items Tab | Off |
Benefits Tab | Off |
Targets Tab | Off |
Schedule | Off |
For Self | Off |
For Other Staff | Off |
SETUP MENU | Off |
Firm | Off |
Offices | Off |
Staff | Off |
Activities | Off |
Clients | Off |
Security Groups | Off |
Groupings | Off |
Custom Fields | Off |
Templates | Off |
Engagements | Off |
Projects | Off |
TaOnes | Off |
Service Charges | Off |
Staff Skill Area | Off |
Staff Skill Ratings | Off |
Staff Rate Descriptions | Off |
Recurring Bill Descriptions | Off |
Tracking Descriptions | Off |
CPE Course Sponsors | Off |
Client Retention Descriptions | Off |
Referral Sources | Off |
Won Reasons | Off |
Lost Reasons | Off |
Lost To | Off |
Bank Accounts | Off |
Standard TeOnt | On |
Custom Formats | Off |
Custom Portlets | Off |
System Configuration | Off |
File Locations | Off |
GoFileRoom | Off |
Login Information | Off |
IndeOn Mapping | Off |
Outlook® | Off |
Public Folder | Off |
Contact Synchronization | Off |
Remote Entry | Off |
User Preferences | Off |
TOOLS MENU | Off |
DATA | On |
ACTIVITY DATA | Off |
View | Off |
Add | Off |
Edit | Off |
Delete | Off |
BANK ACCOUNT DATA | Off |
CLIENT DATA | On |
View | On |
For Clients in Same Office | On |
For Clients in Other Offices | On |
Add | Off |
For Clients in Same Office | Off |
For Clients in Other Offices | Off |
Edit | Off |
For Clients in Same Office | Off |
For Clients in Other Offices | Off |
Delete | Off |
For Clients in Same Office | Off |
For Clients in Other Offices | Off |
Main Data | On |
View | Off |
Edit | Off |
EIN/SSN Values | Off |
View Full EIN/SSN | Off |
Edit | Off |
Contact Info Data | Off |
View | Off |
Edit | Off |
Engagement Data | Off |
View | Off |
Edit | Off |
Links | Off |
View | Off |
Edit | Off |
Custom Fields | Off |
View | Off |
Edit | Off |
Billing Data | On |
View | On |
Edit | On |
Links | On |
View | On |
Edit | On |
Custom Fields | On |
View | On |
Edit | On |
Notes | Off |
View | Off |
Edit | Off |
Audit History | Off |
For Clients in Same Office | Off |
For Clients in Other Offices | Off |
CLIENT RETENTION DESCRIPTION DATA | Off |
Referral Source Description Data | Off |
Won Reason Description Data | Off |
Lost Reason Description Data | Off |
Lost to Description Data | Off |
CPE COURSE SPONSOR DATA | Off |
CUSTOM FIELD DATA | Off |
CUSTOM FORMAT DATA | Off |
Invoices | Off |
Statements | Off |
Reports | Off |
Labels & Letters | Off |
CUSTOM PORTLET DATA | Off |
View | Off |
Add | Off |
Edit | Off |
Delete | Off |
FILE TRANSFERS DATA | Off |
View | Off |
Practice CS | Off |
For Self | Off |
For Other Staff | Off |
For Staff in Same Office | Off |
For Staff in Other Offices | Off |
NetFirm | Off |
For Contacts in Same Office | Off |
For Contacts in Other Offices | Off |
For Standalone Contacts without Associations | Off |
Send | Off |
Practice CS | Off |
For Self | Off |
For Other Staff | Off |
For Staff in Same Office | Off |
For Staff in Other Offices | Off |
NetFirm | Off |
For Contacts in Same Office | Off |
For Contacts in Other Offices | Off |
For Standalone Contacts without Associations | Off |
Delete | Off |
Practice CS | Off |
For Self | Off |
For Other Staff | Off |
For Staff in Same Office | Off |
For Staff in Other Offices | Off |
NetFirm | Off |
For Contacts in Same Office | Off |
For Contacts in Other Offices | Off |
For Standalone Contacts without Associations | Off |
FIRM DATA | Off |
View | Off |
Edit | Off |
EIN/SSN Values | Off |
EIN/SSN Values | Off |
View Full EIN/SSN | Off |
Edit | Off |
GROUPING DATA | Off |
INTERACTION DATA | Off |
View | Off |
Add | Off |
Edit | Off |
Delete | Off |
Links | Off |
View | Off |
Edit | Off |
Custom Fields | Off |
View | Off |
Edit | Off |
INVOICE DATA | On |
View | On |
For Invoices Billed in Same Office | On |
For Invoices Billed in Other Offices | On |
Bill | On |
For Engagements in Same Office | On |
For Engagements in Other Offices | On |
Edit Invoice Number | Off |
Edit Prior Period Invoices | Off |
Links | On |
View | On |
Edit | On |
Custom Fields | On |
View | On |
Edit | On |
Approve or Post Invoices | On |
Approve | On |
For Invoices Billed in Same Office | On |
For Invoices Billed in Other Offices | On |
Post | Off |
For Invoices Billed in Same Office | Off |
For Invoices Billed in Other Offices | Off |
Print | On |
For Invoices Billed in Same Office | On |
For Invoices Billed in Other Offices | On |
OFFICE DATA | Off |
View | Off |
Add | Off |
Edit | Off |
Delete | Off |
RECEIPT & ADJUSTMENT DATA | Off |
View | Off |
For Clients in Same Office | Off |
For Clients in Other Offices | Off |
Enter Receipts & Adjustments | Off |
For Clients in Same Office | Off |
For Clients in Other Offices | Off |
Edit Prior Period Entries | Off |
Approve or Post Receipts & Adjustments | Off |
Approve | Off |
For Clients in Same Office | Off |
For Clients in Other Offices | Off |
Post | Off |
For Clients in Same Office | Off |
For Clients in Other Offices | Off |
RECURRING BILL DESCRIPTION DATA | Off |
SCHEDULE ITEM DATA | On |
Project Data | On |
View | On |
For Engagements in Same Office | On |
For Engagements in Other Offices | On |
Access Budget Information | On |
Add | Off |
For Engagements in Same Office | Off |
For Engagements in Other Offices | Off |
Edit | Off |
For Engagements in Same Office | Off |
For Engagements in Other Offices | Off |
Delete | Off |
For Engagements in Same Office | Off |
For Engagements in Other Offices | Off |
Links | Off |
View | Off |
Edit | Off |
Custom Fields | Off |
View | Off |
Edit | Off |
Task Data | Off |
Add | Off |
For Engagements in Same Office | Off |
For Engagements in Other Offices | Off |
Edit | Off |
For Engagements in Same Office | Off |
For Engagements in Other Offices | Off |
Delete | Off |
For Engagements in Same Office | Off |
For Engagements in Other Offices | Off |
Links | Off |
View | Off |
Edit | Off |
Custom Fields | Off |
View | Off |
Edit | Off |
Staff Management Schedule Item Data | Off |
View | Off |
Add | Off |
Edit | Off |
Delete | Off |
Links | Off |
View | Off |
Edit | Off |
Custom Fields | Off |
View | Off |
Edit | Off |
SECURITY GROUP DATA | Off |
SERVICE CHARGE DATA | Off |
Edit | Off |
Assess | Off |
For Clients in Same Office | Off |
For Clients in Other Offices | Off |
Edit Service Charge Amounts | Off |
STAFF CALENDAR DATA | Off |
View | Off |
For Self | Off |
For Other Staff | Off |
For Staff in Same Office | Off |
For Staff in Other Offices | Off |
STAFF DATA | Off |
View | Off |
For Self | Off |
For Other Staff | Off |
For Staff in Same Office | Off |
For Staff in Other Offices | Off |
Add | Off |
For Staff in Same Office | Off |
For Staff in Other Offices | Off |
Edit | Off |
For Self | Off |
For Other Staff | Off |
For Staff in Same Office | Off |
For Staff in Other Offices | Off |
Delete | Off |
For Staff in Same Office | Off |
For Staff in Other Offices | Off |
Main Data | Off |
View | Off |
Edit | Off |
SSN Value | Off |
View Full SSN | Off |
Edit | Off |
Contact Info Data | Off |
View | Off |
Edit | Off |
Staff Benefit Data | Off |
View | Off |
For Self | Off |
For Other Staff | Off |
For Staff in Same Office | Off |
For Staff in Other Offices | Off |
Adjust | Off |
For Self | Off |
For Other Staff | Off |
For Staff in Same Office | Off |
For Staff in Other Offices | Off |
Comp Time Data | Off |
Earn | Off |
For Self | Off |
For Other Staff | Off |
For Staff in Same Office | Off |
For Staff in Other Offices | Off |
Use | Off |
For Self | Off |
For Other Staff | Off |
For Staff in Same Office | Off |
For Staff in Other Offices | Off |
Skill Set Data | Off |
View | Off |
Edit | Off |
Staff Rates Data | Off |
View | Off |
Edit | Off |
Staff Targets Data | Off |
View | Off |
Edit | Off |
Security Data | Off |
View | Off |
Edit | Off |
Links | Off |
View | Off |
Edit | Off |
Custom Fields | Off |
View | Off |
Edit | Off |
Notes | Off |
View | Off |
Edit | Off |
STAFF LOCATION DATA | Off |
View | Off |
For Self | Off |
For Other Staff | Off |
For Staff in Same Office | Off |
For Staff in Other Offices | Off |
Update | Off |
For Self | Off |
For Other Staff | Off |
For Staff in Same Office | Off |
For Staff in Other Offices | Off |
STAFF RATE DESCRIPTION DATA | Off |
STAFF SKILL AREA DATA | Off |
STAFF SKILL RATING DATA | Off |
STANDARD TEOnT DATA | On |
STATEMENT DATA | Off |
Print | Off |
For Clients in Same Office | Off |
For Clients in Other Offices | Off |
SYSTEM CONFIGURATION DATA | Off |
File Location data | Off |
GoFileRoom Data | Off |
Login Information Data | Off |
IndeOn Mapping Data | Off |
Outlook Data | Off |
Public Folder Data | Off |
Contact Synchronization Data | Off |
Remote Entry Data | Off |
TAOn DATA | Off |
TEMPLATE DATA | Off |
Engagement Template Data | Off |
Project Template Data | Off |
TIME & EOnPENSE DATA | On |
View | On |
For Self | On |
For Other Staff | On |
For Staff in Same Office | On |
For Staff in Other Offices | On |
Enter Time & EOnpense | On |
For Self | On |
For Other Staff | Off |
For Staff in Same Office | Off |
For Staff in Other Offices | Off |
Override Rates | Off |
Edit Prior Period Entries | Off |
Edit Date | Off |
Edit Hours/Units | Off |
Edit Amount | Off |
Edit Other Values | Off |
WIP Amount | On |
View | On |
Edit | Off |
Enter Negative WIP | Off |
Links | Off |
View | Off |
Edit | Off |
Custom Fields | Off |
View | Off |
Edit | Off |
Approve or Post Time & EOnpenses | Off |
Approve | Off |
For Self | Off |
For Other Staff | Off |
For Staff in Same Office | Off |
For Staff in Other Offices | Off |
Post | Off |
For Self | Off |
For Other Staff | Off |
For Staff in Same Office | Off |
For Staff in Other Offices | Off |
Audit History | Off |
For Self | Off |
For Other Self | Off |
For Staff in Same Office | Off |
For Staff in Other Offices | Off |
TRACKING DESCRIPTION DATA | Off |
USER PREFERENCE DATA | Off |
System | Off |
Time & EOnpense Entry | Off |
Billing | Off |
Receipt & Adjustment Entry | Off |
Scheduling | Off |