Maintenance
- Using the Maintenance menu
- The Maintenance menu allows you to configure and maintain the system to best fit how your practice works.
- Using the Maintenance Map
- Maintenance > Maintenance Map gives you a graphical view of the Maintenance menu.
- 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
- Deleting an Employee Category Charge Rate
- Setting up Post WIP Responsibility
- 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
- Setting up a new Accounting Period
- Editing an Accounting Period
- Deleting an Accounting Period
- Setting up a new Accounting Year
- Editing an Accounting Year
- Deleting an Accounting Year
- Setting up a new Time Processing Period
- Editing a Time Processing Period
- Deleting a Time Processing Period
- Setting up Time Processing Categories
- Deleting a Time Processing Category
- Setting up Timesheet Authorisation Operation Mode
The Maintenance menu allows you to configure and maintain the system to best fit how your practice works.