To enter staff time for attending CPE courses, follow these steps.
- If you haven't already, set up an administrative client. See Setting up activities.
- Choose Actions > Time & Expense Entry.
- Create a new entry for your firm's administrative client.
- Select the staff and sheet date for which you want to enter time.
- In the Entry or Overview tab, enter time for attending the CPE course using an Administrative class activity code of type CPE.
- Click the More button next to the Activity field to open the CPE Course Selection dialog.
Note: The button is not available unless you have selected a CPE type activity code for the entry.
- In the CPE Course Selection dialog, select a date range for the CPE courses you want to display, or select Custom Date Range and select the beginning and ending dates from the drop-down lists. If you want to also see courses for other staff members within the date range, mark the Show all CPE Courses checkbox.
- Click a course in the list, and then click OK.
- Complete the rest of the time entry as necessary.
Note: Time entries with CPE course information will contain a CPE Course button to indicate that CPE information is available.
Related topic: Entering CPE course information
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