Setup firm administration

Setting up recurring bill descriptions

Your firm may use many variations on recurring bills for different clients and engagements. Digita Practice Advanced allows you to describe these variations using Recurring Bill Descriptions. You can then select these descriptions when you are setting up an engagement for a client for work that you bill on a recurring basis.

Adding a Recurring Bill Description

  1. From the Setup menu, choose Recurring Bill Descriptions.
  2. Click the Add button.
  3. In the
    Description
     field, enter a name that describes the type of recurring bill.
    note
    Example:
    If you have a client for whom you perform monthly write-up work, enter
    Monthly write-up client
    .
  4. Click the Enter button to save the description.

Deleting a Recurring Bill Description

To delete a Recurring Bill Description, click the description in the list and then click the Delete button.
note
If the description has been assigned to any client engagements, you will not be allowed to delete it.

This article applies to:

  • Product: Digita Practice Advanced