Activities overview

Alerts and notices

Check out the trending topics below or search for an answer.

Getting started
Contact us
Leave feedback

Internal Employees: Submit feedback using the new SharePoint request form

Please rate this topic.

Excellent    Good    Average    Poor

Did you find the information you need?

Yes    No

Name (optional):

Leave this blank:

Please tell us how we can make this topic more helpful.

Characters left:

In Practice CS, an activity represents a task that your firm performs as part of a job for a client. When entering time and expense transactions, your staff members choose activities that identify the tasks to which those transactions are associated.

While engagements represent the type of work being performed for a client, activities represent the services performed to accomplish the work. For example, for a 1040 Tax Return engagement, a staff member might perform activities such as "Preparation of Tax Return" and "Review Tax Return."

Because much of the billing and reporting in Practice CS is based on the structure of activity codes, your firm’s partners and administrator should give considerable thought as to how to structure these codes.

To open the Activities screen, choose Setup > Activities.

See Setting up activities for more information.

Note: The Activities screen is a user-defined terminology screen. Your firm may refer to this screen by a different name. You can view the default names for user-defined items by choosing Help > Enable Default Terminology (or by pressing CTRL+Shift+H).

Related topic: Setting up activities

Share This