05:29duration 5 minutes 29 seconds
Working with the Client Dashboard
From Thomson Reuters
02:55duration 2 minutes 55 seconds
Synchronizing your contacts with Microsoft Outlook
04:43duration 4 minutes 43 seconds
Setting report options for the Accounts…
Setting report options for the Accounts Receivable Summary report
04:30duration 4 minutes 30 seconds
Setting report options in the Billing Worksheet…
Setting report options in the Billing Worksheet report
07:24duration 7 minutes 24 seconds
Deleting, moving, and adding columns to create a…
Deleting, moving, and adding columns to create a custom report
04:23duration 4 minutes 23 seconds
Creating and clearing a progress bill in Practice…
Creating and clearing a progress bill in Practice CS
05:27duration 5 minutes 27 seconds
Converting clients and activities from…
Converting clients and activities from nonbillable to administrative
04:12duration 4 minutes 12 seconds
Completing projects in Practice CS by logging…
Completing projects in Practice CS by logging status events in UltraTax CS
02:24duration 2 minutes 24 seconds
Billing a client with no WIP
03:54duration 3 minutes 54 seconds
Client Management Module
04:27duration 4 minutes 27 seconds
Project Management Module
04:44duration 4 minutes 44 seconds
Staff Management Module