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This article applies to:

  • Product: Digita Practice Advanced

Setting up client entity groupings

Use this grouping to distinguish the entities of clients serviced by your firm. Examples might include Individual, S Corporation, C Corporation, Partnership, Fiduciary, and Exempt Organization.
The items you add in this screen are available in the Clients setup screen > Main tab, in the
Entity
 field.
note
The Client Entities screen is a user-defined terminology screen. Your firm may refer to it by a different name. You can view the default names for user-defined items by choosing Help > Enable Default Terminology (or by pressing CTRL+Shift+H).
To add a new client entity grouping:
  1. Choose Setup > Groupings > Clients > Entities.
  2. Click the Add button.
  3. Enter an ID for the department in the
    ID
     field.
  4. Enter a description for the department in the
    Description
     field.
  5. Click Enter to save your changes.
note
You can also add, edit, or delete groupings on the fly by right-clicking in a field tied to a list of groupings.