Setup staff

Adding a CPE course accountancy

  1. Click the down arrow next to the Add button on the Digita Practice Advanced toolbar and choose CPE Course from the menu.
  2. In the CPE Course dialog, right-click the
    Accountancy
     field and choose Add Accountancy from the context menu.
  3. In the CPE Course Accountancies dialog, enter a description (for example, Assoc. of Gov. Accountants) in the
    Description
     field.
  4. Click the More button next to the
    Categories
     field.
  5. In the CPE Course Accountancy Categories dialog, click the Add button, and enter a description for the category. When finished, click Enter, and then click Done.
  6. Click the More button next to the
    Types
     field.
  7. In the CPE Course Accountancy Types dialog, click the Add button, and enter a description for the category. When finished, click Enter, and then click Done.
  8. Click Enter, and then click Done to save the new CPE course accountancy.

This article applies to:

  • Product: Digita Practice Advanced