Staff management

Associating CPE courses with time entry

To enter staff time for attending CPE courses, follow these steps.
  1. If you haven't already, set up an administrative client.
  2. Choose Actions > Time & Expense Entry.
  3. Create a new entry for your firm's administrative client.
  4. Select the staff and sheet date for which you want to enter time.
  5. In the Entry or Overview tab, enter time for attending the CPE course using an Administrative class activity code of type CPE.
  6. Select the More button next to the
    Activity
     field to open the
    CPE Course Selection
     dialog.
    note
    The button is not available unless you have selected a CPE type activity code for the entry.
  7. In the
    CPE Course Selection
     dialog, select a date range for the CPE courses you want to display, or select
    Custom Date Range
     and select the beginning and ending dates from the drop-down lists. If you want to also see courses for other staff members within the date range, mark the
    Show all CPE Courses
     checkbox.
  8. Select a course in the list, and then select
    OK
    .
  9. Complete the rest of the time entry as necessary.
note
Time entries with CPE course information will contain a CPE Course button to indicate that CPE information is available.

This article applies to:

  • Product: DT Practice