Setup staff

Adding a CPE course accountancy

  1. Select the down arrow next to the
    Add
     button on the DT Practice toolbar and choose
    CPE Course
     from the menu.
  2. In the
    CPE Course
     dialog, right-click the
    Accountancy
     field and choose
    Add Accountancy
     from the context menu.
  3. In the
    CPE Course Accountancies
     dialog, enter a description (for example, Assoc. of Gov. Accountants) in the
    Description
     field.
  4. Select the More button next to the
    Categories
     field.
  5. In the
    CPE Course Accountancy Categories
     dialog, select the
    Add
     button, and enter a description for the category. When finished, select
    Enter
    , and then select
    Done
    .
  6. Select the More button next to the
    Types
     field.
  7. In the
    CPE Course Accountancy Types
     dialog, select the
    Add
     button, and enter a description for the category. When finished, select
    Enter
    , and then select
    Done
    .
  8. Select
    Enter
    , and then select
    Done
     to save the new CPE course accountancy.

This article applies to:

  • Product: DT Practice