Maintenance
- Using the Maintenance menu
- The Maintenance menu allows you to configure and maintain the system to best fit how your practice works.
- Internal
- Setting up Association Types
- Deleting Association Types
- Setting up a Centre
- Deleting a Centre
- Setting up a Company
- Deleting a Company
- Setting up a Department
- Deleting a Department
- Setting up an Office
- Deleting an Office
- Setting up a Partner
- Deleting a Partner
- Setting up Responsibility Types
- Deleting a Responsibility Type
- Setting up Employee Category Charge Rates - TO BE DELETED
- Deleting an Employee Category Charge Rate - TO BE DELETED
- Setting up Post WIP Responsibility - TO BE DELETED
- Ledger Maintenance
- The Ledger Maintenance menu option allows you to set up the defaults for the Supplier > Defaults tab. For all new suppliers created in the system, these options define the: Payment Terms Payment Type Nominal Account Tax Rate The default values can be overridden by choosing another value from the selected Supplier > Default tab.
- Security
- Using Security
- Symbols used in Security Settings
- Setting up Assignment Data Security
- Editing Employee Group Security
- Setting up Assignment Team Security
- Setting up an Employee Security Group
- Adding an employee to an Employee Security Group
- Altering Security Group details
- Deleting a Security Group
- Setting up Task Permissions
- Time Setup
- Using the Processing Time Setup window, you can add and maintain Accounting periods, Time periods and Time Processing Categories for selection and use on Timesheets. You can: Set up a new Accounting Year Edit an Accounting Year Set up a new Accounting Period Edit an Accounting Period Set up a new Time Processing Category Edit a Time Processing Category Delete an Accounting Year, Time period or Time Processing Category
The Maintenance menu allows you to configure and maintain the system to best fit how your practice works.