NetFirm CS User Bulletin - CS Professional Suite
Contents
1. THOMSON REUTERS NetFirm CS v 2012 2 0 User Bulletin 7771 Software Update June 27 2012 TO All NetFirm CS users This user bulletin explains changes made to and enhancements available with this release of NetFirm CS CHANGES Next generation NetStaff CS and NetFirm CS administration With this release we enabled next generation features for all NetStaff CS portals If your firm hasn t already enabled next generation features you ve been missing out on many enhancements including an enhanced interface that is consistent with the look and feel of other CS Professional Suite applications the ability to upload multiple files at once to File Exchange Each file can be up to 2 gigabytes improved management of Account Aggregation Stock Quotes Links and News improved reports the ability to customize email notifications that are sent by NetFirm CS the ability to require users to create strong passwords Note We removed the ability to revert to classic NetStaff CS Internet Explorer 7 x and the Google Chrome Frame plug in The Supported Internet browsers help topic includes links to install the latest versions of all supported browsers It also includes a list of features that do not work correctly in Internet Explorer 7 x without the Chrome Frame plug in Note Chrome Frame is a free plug in for Internet Explorer that provides additional features and better performance The Chrome Frame plug in runs only whe2. and the Full SaaS profiles Notes To request that we add Workpapers CS or Accounting CS to the appropriate SaaS profiles for your firm please contact your Account Representative at 800 968 8900 To learn more about Workpapers CS see the Workpapers CS page of our website SUPPORT NetFirm CS Help For step by step procedures click the Help button at the top of any NetFirm CS window Website If you have questions or need assistance you can visit our website at CS ThomsonReuters com 24 hours a day for access to our support knowledgebase and for the latest information on current issues and processing tips Email Subscriptions We issue software update notices via email If you want to receive these notices you must have an email account and sign up for the Email Subscription service To sign up for the Email Subscription service visit the My Account section of our website at CS ThomsonReuters com Note that you must create a web account to sign up for email subscriptions Product Support To speak with a Product Support Representative please call CS Support at 800 968 0600 press 2 for Product Support and then listen to the available options Normal weekday support is available from 9 00 a m to 8 00 p m eastern time For details on our Support hours for other CS Professional Suite applications please visit our website Copyright 2001 2012 by Thomson Reuters All rights reserved UB 7771 4
3. n login and password Multiple users automatic notification With this method you create a spreadsheet of users first names last names and email addresses and copy the information into NetFirm CS NetFirm CS sends registration email messages to all email addresses and users create their own logins and passwords Note You can give users access to modules as soon as you create their portals For the second and third methods above you do not need to wait for the users to register their portals For more information see Adding NetClient CS portals or Adding NetStaff CS portals Copyright 2001 2012 by Thomson Reuters All rights reserved UB 7771 2 Classic NetClient CS Users report We hope that your firm has enabled next generation features for some if not all of your NetClient CS portals If not your clients are missing out on a more user friendly interface and on the many new features and enhancements we ve incorporated into next generation NetClient CS The Classic NetClient CS Users report will help you to identify the NetClient CS portals for which your firm hasn t yet enabled next generation features For more information see Determining which NetClient CS users do not have access to next generation features Note To learn how to enable next generation features for NetClient CS users see Enabling next generation features for NetClient CS users NetClient CS groups You can now give groups of NetClient CS user
4. n web applications or websites require it If you or your staff attempt to log in to NetStaff CS through Internet Explorer 7 x and you have not yet installed Chrome Frame you will be prompted to install it even if you previously chose to ignore the prompt If your clients attempt to log in to next generation NetClient CS through Internet Explorer 7 x and they previously ignored the prompt to install Chrome Frame they will not be prompted however new NetClient CS users will be prompted to install Chrome Frame Copyright 2001 2012 by Thomson Reuters All rights reserved UB 7771 NetClient CS Modules report When you select Remote Check Printing or Remote Payroll from the Module field in the NetClient CS Modules report the report now specifies the accounting application through which your firm gave each NetClient CS user access to payroll features This is helpful if your firm processes payroll through Creative Solutions Accounting and through Accounting CS or Service Bureau Payroll CS To learn how to access this report see Determining which users have access to each module Web Employee Users report The Web Employee Linked Users report has been renamed to Web Employee Users The report still shows which Web Employee portals are linked to NetClient CS or NetStaff CS portals The report also lists all Web Employees users includes an email address for each Web Employee user includes the date on which Web Employee was acti
5. rom a drop down arrow that appears when you pause your cursor over the name of a file or folder To learn more about File Exchange see File Exchange overview Remote Payroll Entry If your firm processes payroll in Accounting CS or Service Bureau Payroll CS and you ve given a payroll administrator at the client site access to Remote Payroll Entry through NetClient CS records for all employees appear in the Rapid tab of the Enter Time screen NetClient CS users no longer need to navigate through multiple screens In addition NetClient CS users can now click a column heading to sort the rows in the Rapid tab of the Enter Time screen by the entries in that column Copyright 2001 2012 by Thomson Reuters All rights reserved UB 7771 3 News amp Information widget With this release we removed the News amp Information widget from all Home dashboards We replaced this widget with separate News and Links widgets Users who had access to News modules through the News amp Information widget will now see News widgets in their Home dashboards Users who had access to Links modules through the News amp Information widget will now see Links widgets in their Home dashboards Software as a Service SaaS Upon request we can now add Workpapers CS to your firm s Tax profile in SaaS All Workpapers CS features are also available through the Workpapers service in Accounting CS Accounting CS is available by request through the Accounting
6. s access to Links modules and to News modules When you give a group of NetClient CS users access to a News module NetFirm CS adds the News widget to the Home dashboards of the NetClient CS users who have access to next generation features The News widget displays content from the three newest articles in the News module For more information see Modifying a NetClient CS group s access to modules News articles In News module you can now change the font size and the color of text in news articles You can also insert into news articles images that are available through URLs See Adding or editing images in news articles for more information Next generation NetClient CS and NetStaff CS File Exchange With previous releases users had to navigate through pages of File Exchange folders and files when they opened folders that contained more files and folders than could be displayed in the viewable area of the screen With this release all folders and files are included in a single scrolling list that users can easily search We ve also made some other changes to File Exchange When NetStaff CS users click the New icon to add a folder they will be prompted to designate the folder as permanent or temporary Note NetFirm CS does not delete files from permanent folders NetFirm CS automatically deletes files from temporary folders after 14 days The commands that were previously available when you right clicked a folder are now available f
7. vated for each user For more information see Finding information about Web Employee users ENHANCEMENTS Next generation NetFirm CS administration Establishing passwords requirements As with previous releases all passwords must contain at least seven characters and they must contain one letter and one number You can now set additional requirements and specify words or characters strings that cannot be used in passwords The next time NetClient CS NetStaff CS or Web Employee users log in to their portals they will be required to update their passwords to meet the new requirements For more information see Establishing password requirements Terms and conditions With this release your firm can create terms and conditions that all next generation NetClient CS and Web Employee users will have to accept before they can log in to their portals For more information see Terms and conditions Adding NetClient CS or NetStaff CS portals When you add NetClient CS or NetStaff CS portals you must now choose one of the following methods Single user manual notification With this method you enter the user s first name last name email address and password You must communicate the login information to the user Single user automatic notification With this method you enter the user s first name last name and email address NetFirm CS then sends a registration email message to the email address and the user creates his ow
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