Getting started in Digita Practice Advanced
Welcome to Digita Practice Advanced! This topic provides information and links that will help you set up and start using the application.
Getting help
There are numerous sources of assistance available for Digita Practice Advanced, including Help and Support, various printed and electronic documents, and training classes.
Help and Support
The primary documentation for Digita Practice Advanced is provided in the comprehensive application help.
Home Dashboard
The Home Dashboard in Digita Practice Advanced provides a Resources portlet that contains links to Help and Support, user bulletins, Digita Home Page, Support information, and application downloads. Additionally, the Home Dashboard provides tabbed views that facilitate access to the Digita Home Page and Help and Support.
Application setup
Before you can begin using Digita Practice Advanced for processing, you must perform numerous setup tasks, such as entering firm, staff, and client information, and tailoring the application’s features to work best with your firm’s established processes.
Time & expense entry
To start entering time and billing transactions in Digita Practice Advanced, see Time & Expense Entry overview.
Billing
For assistance in using Digita Practice Advanced for billing, see Billing overview.
Receipt & adjustment entry
For information about client receipts and other accounts receivable functions, see Receipt & Adjustment Entry overview.
Custom formats
For information about custom formats for reports, invoices, statements, letters, and labels, see Custom formats overview.
Reports
To learn about printing reports from Digita Practice Advanced, see Print Reports screen overview and Printing reports.
Additional modules
Three separately licensed modules can add additional value to your Digita Practice Advanced installation.
- Project Management
- Client Management
- Staff Management