Areas affected by multi-office security settings
Access to certain areas of DT Practice can be restricted for staff members in other offices by enabling multi-office security. Security privileges are determined by the office to which the staff member, client, or engagement is assigned (when applicable).
The following areas can be controlled with multi-office security. They are listed here in the order in which they appear on the Security Groups setup screen.
Menu > File Menu
Print Reports
- Lists:
- Client Groupings
- Client/Engagement
- Clients
- Staff Billing Rates
- Staff Groupings
- Production:
- Production Analysis
- Time and Expense Journal
- Time and Expense Listing
- Timesheet Exception
- Work-in-Process Summary
- Collection:
- Accounts Receivable Application
- Accounts Receivable Ledger
- Accounts Receivable Recap
- Accounts Receivable Summary
- Collection Summary
- Invoice Receipts Analysis
- Receipt and Adjustment Journal
- Service Charge Journal
- Billing:
- Billed Tax Summary
- Billing Analysis
- Billing Worksheet
- Invoice Journal
- Reconciliation:
- Client Investment Analysis
- Period Reconciliation
- Project Management:
- Project Budget to Actual
- Project Listing
- Project Tracking
- Routing Sheet
- Task Budget to Actual
- Task Tracking
Print Invoices & Statements
- Invoices
- Statements
note
- Invoices inherit the office of the staff member who creates the invoice. Staff can be given security to print invoices that were created by staff that are assigned the same office as their own, other offices, or both.
- Statements inherit the office of the client. Staff can be given security to print statements for clients that are assigned the same office as their own, other offices, or both.
Menu > View Menu
Firm Dashboard
The following portlets on the Firm Dashboard are affected by multi-office security settings.
- Staff Active Timers
- Staff Availability
- Staff Schedule Summary
- Staff Summary
- Staff Targets
Client Dashboard
The following portlets on the Client Dashboard are affected by multi-office security settings.
- A/R Open Items
- Client Information
- Client Notes
- Prior Invoices
- Projects
- WIP Detail
Menu > Actions Menu
Receipt & Adjustment Entry
- Enter Receipts & Adjustments
- Approve or Post Receipts & Adjustments (View)
Assess Service Charges
- Assess
Menu > Setup menu
Staff
- View
- Add
- Edit
- Delete
Clients
- View
- Add
- Edit
- Delete
- Projects Tab ( Add, Edit, Delete, Tasks Tab)
Data
Client Data
- View
- Add
- Edit
- Delete
- Merge
- Audit History
Contact Data
- Client Contacts (View, Edit)
- Staff Contacts (View, Edit)
File Transfers Data
- View
- Send
- Delete
Invoice Data
- View
- Bill
- Approve or Post Invoices
- Print
note
- Time and expense entries are available for billing when the current staff member has security privileges to bill the engagement to which the entries are associated.
- Invoices inherit the office of the staff member who creates the invoice.
Receipt & Adjustment Data
- View
- Enter Receipts & Adjustments
- Approve or Post Receipts & Adjustments
Schedule Item Data: Project Data
- View
- Add
- Edit
- Delete
- Task Data (Add, Edit, Delete)
Service Charge Data
Assess
Staff Calendar Data
View
Staff Data
- View
- Add
- Edit
- Delete
- Staff Benefit Data (View, Adjust, Comp Time Data)
Staff Location Data
- View
- Update
Statement Data
Print
Time & Expense Data
- View
- Enter Time & Expenses
- Approve or Post Time & Expenses
- Audit History
note
Staff can be given security to view, enter, or review time and expenses for other staff that are assigned the same office as they are, different offices, or both. However, you cannot prevent staff from viewing, entering, or review time and expense entries according to the office they are assigned to.