Setup firm administration

Setting up staff department groupings

Add an item for each department within your firm. The items you add in this screen are available for selection on the Staff setup screen > Main tab, in the
Department
 field. You can use this grouping to print reports by department, or to create filters to view information by department.
To add a new staff department grouping:
  1. Choose Setup > Groupings > Staff > Departments.
  2. Select the
    Add
     button.
  3. Enter an ID for the department in the
    ID
     field.
  4. Enter a description for the department in the
    Description
     field.
  5. 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