Step 1 -Practice Management Options

To get started with Time & Fees you must first set your  Practice Management options. These options define how both the Time & Fees ledgers are going to operate.

Following this topic to setup:

• Practice name & address setup

• Practice Year end setup

• Job types, work types, job separators & range separator

• Entered a directory for importing & exporting files from Time & Fees

Step 1 has been divided into the following topics:

Practice Management Options, Agent tab

Practice Management Options, General tab

Practice Management Options, F/T tab  

Click here to progress to step 2 of the 'Getting Started' topics.