Setup firm administration

Setting up activity category groupings

If you use engagements to track the work done by your firm, you may want to establish activity categories to create an additional level of classification. For example, you might want to establish
Clerical
 and
Professional
 categories, or a set of categories such as
General
,
Field Work
,
Office Work
,
Planning
,
Marketing
,
Consulting
, and so on. Such a structure would allow you to filter by activity, so that you could generate a report of only those activities related to Consulting, for example.
The items you add in this screen are available for selection on the Activities setup screen > Main tab, in the
Category
 field.
To add a new activity category grouping:
  1. Choose Setup > Groupings > Activity Categories.
  2. Select the
    Add
     button.
  3. Enter an ID for the activity category in the
    ID
     field.
  4. Enter a description for the activity category in the
    Description
     field.
  5. Use the
    Invoice description
     field to enter a description that will be available for inclusion on invoices and reports.
    note
    To insert a variable date that will update automatically, position the cursor where you want the date to appear and select the Insert Variable Date button. In the
    Insert Variable Date
     dialog, select a date, choose a date format, and select
    OK
    . The variable appears between brackets, but will display properly in the comment field.
  6. Select
    Enter
     to save your changes.
note
You can also add, edit, or delete groupings on the fly by right-clicking in a field tied to a list of groupings.

This article applies to:

  • Product: DT Practice