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This article applies to:

  • Product: DT Practice

Setting up recurring bill descriptions

Your firm may use many variations on recurring bills for different clients and engagements. DT Practice allows you to describe these variations using Recurring Bill Descriptions. You can then select these descriptions when you are setting up an engagement for a client for work that you bill on a recurring basis.

Adding a Recurring Bill Description

  1. From the
    Setup
     menu, choose Recurring Bill Descriptions.
  2. Select the
    Add
     button.
  3. In the
    Description
     field, enter a name that describes the type of recurring bill.
    note
    Example:
    If you have a client for whom you perform monthly write-up work, enter
    Monthly write-up client
    .
  4. Select the
    Enter
     button to save the description.

Deleting a Recurring Bill Description

To delete a Recurring Bill Description, click the description in the list and then select the
Delete
 button.
note
If the description has been assigned to any client engagements, you will not be allowed to delete it.