Setup user preferences
Search
Search DT Practice Support Help and Support.

This article applies to:

  • Product: DT Practice

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.
note
  • If the
    User Preferences
     command is not available from your
    Setup
     menu, you do not have security permission for User Preferences.
  • Your firm’s administrator or other user with security permission can specify default user preferences when setting up new staff in the application by choosing Setup > Firm > Preferences tab. Staff members can later change these preferences if they want. To restore the firm’s defaults at any time, select the
    Reset to new Staff defaults for Firm
     link at the bottom of the User Preferences dialog.

System

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.
note
To access your favorite screen from anywhere in the application, select the button on the DT Practice toolbar.
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.

Time & Expense Entry

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

Billing

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.

Receipt & Adjustment Entry

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.

Scheduling

note
This tab is available only if you are licensed for the Staff Management module.
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.