Exclusively for tax and accounting professionals—Mobile CS gives you on-the-go access to important firm, staff, and client data 24/7, from anywhere. And now, you can enter time and expenses on the go! The information automatically flows directly into Practice CS where you can view it and other important Practice CS data to help you make smart business decisions on the spot. Stay connected and in control of your bottom line with key features, such as:
• Staff Availability—Check staff work load, phone messages, contact information, and notifications.
• Firm Financials—Monitor your firm’s finances and your investment in individual clients through WIP Recap, A/R Recap, Key Totals, and Five Year History.
• Staff Active Timers—See exactly what your staff is working on.
• Time Recap, assigned Projects and Tasks, and Notifications—Stay on top of your responsibilities and productivity.
• Clients Near Me—Discover and view clients near your location.
• Mileage Tracking—Track mileage in real time using iPhone GPS, or after-the-fact by mapping a route between two addresses, and use that mileage to calculate an expense entry.
• Receipt Tracking—Automatically link iPhone photos of receipts to expense entries that flow to Practice CS and let firm members or administrators view receipts directly from time and expense entry.
• Call Timer—Time outgoing iPhone calls and use the dialed number to create a time entry.
Please Note: Continued use of GPS running in the background can dramatically decrease battery life.
Updated compatibility for 64-bit processing.
- Anonymous usage tracking has been added to help us improve our app. We track environment information, technical app issues and feature usage. This helps us prevent future app issues and gives us a better understanding of how our app is being used. If you do not wish to participate in the usage tracking, a setting has been added outside of the application in the iOS Settings under Mobile CS.
- Rapid data entry was added to Time & Expenses. You no longer have to manually go back after selecting values for an entry.
- Retina display support
• Use timers to track your billable time and client phone calls.
• Track mileage in real time using the GPS on your mobile device, or calculate the route mileage based on starting and ending points.
• Save photos of receipts and create expense entries from the receipts, and then transmit them to Practice CS with the expense entries for review and storage.
Five Year History – Reports the amounts produced, invoiced, and collected for the current year and previous four years.
Staff Active Timers – Displays a list view of all staff timers currently running and information about the work that is currently being performed.
Notifications – Displays a list view of all your notifications.
Clients Near Me – Locates clients who are near you and displays them on a map or in a list view. Visit the view settings to configure the view for your needs.
Client Notes – Shows the notes entered in each of the CS Professional Suite products.
*An Enable State Restore setting has been added to the iOS Settings.
*Contact information is now available on the login view.
- 27.2 MB
- Update Date:
- Thomson Reuters
Safe to Download
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