This topic provides links to topics with information on setting up the application prior to using it for processing. Setup tasks include entering data for your firm, staff, and clients; creating groupings, custom fields, and engagement templates; and customizing other areas of the application to suit your firm’s needs.
Initial setup
The following topics provide information on initial setup tasks.
- Setting file locations
- Service charges setup overview
- Custom fields setup overview
- Grouping setup overview
Firm setup
The following topics provide information on firm-related setup tasks.
- Firm setup overview
- Setting up firm preferences
- Setting up firm billing and A/R options
- Taxing authorities setup overview
- Tax area setup overview
Office setup
See Office setup overview for information on setup tasks for your office record.
Staff setup
The following topics provide information on initial setup tasks for your staff records.
- Staff setup overview
- Staff rate descriptions overview
- Setting up staff rates
- Setting up staff department groupings
- Setting up staff level groupings
- Setting up security groups
- Assigning staff to security groups
Activity setup
The following topics provide information on setup tasks for your firm activities.
- Activities setup overview
- Setting up engagement category groupings
- Setting up engagement templates
- Setting up activity category groupings
Client setup
The following topics provide information on setup tasks for your client records.
- Clients setup overview
- Setting up client entity groupings
- Setting up contact category groupings
- Setting up recurring bill descriptions
Pre-processing setup
The following topics provide information on setup tasks to perform before you begin using Practice CS for processing.
- Bank accounts setup overview
- Setting up standard text
- Entering beginning balances
- Custom formats overview
- Importing conversion data
Project management setup
If your firm is licensed for the add-on Project Management module, the following topics provide information on setup tasks to perform prior to using this module.
- Setting up project templates
- Importing default project templates
- Setting up task templates
- Setting up projects for a client
Client management setup
If your firm is licensed for the add-on Client Management module, the following topic provides information on setup tasks to perform prior to using this module.
Staff management setup
If your firm is licensed for the add-on Staff Management module, the following topics provide information on setups tasks to perform prior to using this module.
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