Firm setup overview

Use the

Firm

setup screen to store firm-level address and contact information, security settings, and information about how the firm manages its practice. If your firm is licensed for add-on modules such as Project Management, Client Management, and/or Staff Management, you can use additional tabs on this screen to administer information related to those modules.

To open the

Firm

setup screen, choose Setup > Firm.

On the Main tab, enter your firm’s name and EIN/SSN information for the home office.

On the Contact Info tab, enter the firm’s contact, phone, address, and website information.

Use the Preferences tab to specify the way your firm handles its approval and posting process for time entry, billing, and receipts. You can also enable firm security for DT Practice, allow users’ workstations to remember their logon information, specify the default phone number format, and select various other setup options.

Use this tab to choose invoice and statement formats, set the rate for assessing service charges, and enter text for dunning messages and A/R terms.

Use the Benefits tab to set up your firm’s holiday schedule for the year and to activate comp time for your firm.

Use the Notifications tab of the

Firm

setup screen to specify how to notify staff when a monitored event takes place. You can select the events to monitor and the staff that should be notified. Notifications can be delivered to specific staff and by staff role. Notifications that you set up here appear in the Staff Dashboard Notifications portlet when the monitored event happens and can be received as Desktop Alerts if User Preferences are set up to do so. To receive desktop alerts, choose Setup > User Preferences, go to the System tab, and mark the

Enable desktop notifications for monitored events

checkbox.