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Access Practice Management (formerly Accountant Cloud) - Set up changes required for Accountant Cloud V2021.1

Instructions and set up changes required for Accountant Cloud V2021.1

This article provides the changes required to update Accountant Cloud from V2020.4 to V2021.1

Contents:

  • Add a “Other Non-Individual” option to Entity Type

  • Display Employee First Name in Searches

  • Assign Access to Applications

  • Assign Client Page Layouts V9

  • Assign Job Page Layout V3

  • Assign Job Task Page Layout V2

  • Assign Master Job Task Page Layout V3

  • Assign Master Task Page Layout V4

  • Adjust All Clients List View

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