Step 4 - Setup the database

In setting up the database for Time & Fees only use those features that will be of use for your practice.


Entered items into the database

Step 4 has been dividing into the following topics.


Only enter features that you will use for your practice:

Setup staff

Setup Job Types

Job Groups

Standard System Job Types

Setup Work Type

Setup Non-charge Activities

Non Charge codes

Practice Closed dates

Staff bookings

Setup Charge rates and Cost Rates  then assign them to staff

Setup expense categories

Setup Client categories

staff categories

client groups

Setup VAT rate

 

Click here to progress to step 5 of the 'Getting Started' topics.