User Preferences overview

The

User Preferences

dialog allows each user to customize certain controls and areas of the application so that they can perform their work more easily and efficiently. User preferences are available for Time & Expense Entry, Billing, Receipt & Adjustment Entry, and for the overall application (System). If you are licensed for the Staff Management module, user preferences for Scheduling are also available. The

User Preferences

dialog shows the settings for the staff member that is currently logged in.

To access User Preferences, choose Setup > User Preferences.

Use the System tab to set preferences for the overall application. You can select an alternate background color on lists, use the Enter key to move between fields in data entry, and enable desktop notifications. You can also choose a favorite DT Practice screen or dashboard to open when you start the application.

If you have marked the

Don’t show this message again

checkbox for messages in the application, you can select the

Reset

button to have these messages appear again.

Use the Time & Expense Entry tab to select field defaults and settings, timer rounding methods, time entry units, and display settings.

Use the Billing tab to select how to bill your clients or engagements, how to display WIP during billing, and to specify rounding methods for billing at standard. You can also choose certain defaults for Detail Billing.

Use the Receipt & Adjustment Entry tab to select field defaults and settings, set other entry options, display hash totals, and specify a tab of the Receipt & Adjustment Entry screen to start on each time the screen is opened.

Use the Scheduling tab to specify which schedule items should appear on the Urgent tab of the

Manage Staff

screen. The Urgent tab will appear in the

Manage Staff

screen when the

Enable Urgent Tab

checkbox is marked.