Features of Fixed Assets CS
If you''re licensed for FileCabinet CS, Fixed Assets CS can automatically back up client data to FileCabinet CS. Allows you to link asset information using component assets, which are in turn
UltraTax CS and Fixed Assets CS: Restore CSD files on Virtual Office CS
When using UltraTax CS or Fixed Assets CS in Virtual Office CS, you must restore CSD backup files from within Microsoft Outlook on Virtual Office CS, or by using one of the other methods
Restore deleted items
To restore an item that''s in the Recycle Bin, mark its corresponding box and select Restore in the toolbar. Onvio restores items to their original location. If the original location of an item no
Restore CSD files in Virtual Office CS
When using UltraTax CS or Fixed Assets CS in Virtual Office CS, you''ll need to restore CSD backup files in Microsoft Outlook on Virtual Office CS, or use one of the following other
CS Professional Suite Performance Issues : r/msp
CS Professional Suite Performance Issues Anyone who supports clients using CS Professional Suite from Thomson Reuters - UltraTax CS, FileCabinet CS, Fixed Assets CS, etc on-prem:
Set up and maintain data locations for FileCabinet CS integration
Set up and maintain data locations for FileCabinet CS integration FileCabinet CS integrates with most CS Professional Suite applications, but you''ll need to take some steps before you can
FileCabinet CS frequently asked questions
FileCabinet CS is designed to use specific folders for documents printed from other CS Professional Suite applications. Copying such documents to other folders creates a reference
Restore client data from CSD File
When sending client data to an email recipient or to a file, a backup file is saved in a CSD (Creative Solutions Data) file format. To restore a CSD file, you must have installed the same
Restore a backed-up client not found on source
If the client still isn''t found, try moving the backup to the local drive and verify the permissions as in the 1st step. If it''s an UltraTax CS client, verify the client you''re trying to restore is for the
Restore data from a backup into applications in
If your firm set up multiple data locations for client data, contact our Web Services Support team for assistance with restoring data. The more data your firm has in Virtual Office CS, the longer
Client Data Management Utility — recommended uses
Example 5: Using Workpapers CS to perform fieldwork. If you perform audit fieldwork on a local installation of Workpapers CS in a peer-to-peer network at the client''s office, we recommend
Migrate Fixed Assets CS data to Virtual Office CS or SaaS
Follow these steps to move Fixed Assets CS data from a local or network drive to Virtual Office CS or Software as a Service (SaaS). Then, set up the Virtual Office CS or SaaS installation of
Fix electronic file errors
The IRS doesn''t accept electronically filed returns under certain conditions. UltraTax CS and other error-checking tools incorporate these guidelines to ensure that UltraTax CS creates electronic
Backup and restore a client for work in the field
You can backup a client database in Accounting CS Workpapers and restore it on a laptop or workstation at a client''s office. This is primarily used for audit-type engagements that require
Migrate UltraTax CS data to Virtual Office CS or SaaS
If you back up data locations from the local installation and restore them to the Virtual Office CS or SaaS installation, the data locations will be incorrect in the Virtual Office CS or SaaS
Move CS Professional Suite applications to a new computer or
File, then Restore to restore the backed-up client data and application settings. This option is not available in Accounting CS or Workpapers CS. You''ll need to restore using SQL Server
Backup or Restore dialog [File menu]
Use this option to restore the selected drawers. If the drawer that you will restore already exists in the data location, FileCabinet CS will ask if you want to overwrite the existing drawer or cancel
Move CS Professional Suite applications to a new computer or
If you''re unable to use the backup and restore commands in the applications, you may copy and paste the data folders to the new computer or server. However, we don''t recommend this