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This article applies to:

  • Product: DT Practice

Setting up CPE course accountancies

CPE course accountancies are organizations that award CPE credit for courses completed. To set up a new CPE course accountancy, follow these steps.
  1. Choose Setup > CPE Course > Accountancies.
    note
    • You can also add an accountancy from the
      CPE Course
       dialog by right-clicking the
      Accountancy
       field and choosing
      Add Accountancy
       from the context menu.
    • These menu commands are available only if you are licensed for the Staff Management module and have security privileges to set up CPE course accountancies.
  2. In the
    Description
     field, enter the name of the course accountancy.
  3. Select the More button next to the
    Categories
     field, and add a CPE course accountancy category (for example,
    Taxation
    ). When finished, select
    Enter
    , and then select
    Done
    .
  4. Select the More button next to the
    Types
     field, and add a CPE accountancy type (for example,
    Self-Study
     or
    University / College)
    . When finished, select
    Enter
    , and then select
    Done
    .
  5. Select
    Enter
     to save the CPE course accountancy.