Skip to main content

Solutions

Law firms

Tax, audit & accounting firms

Corporations

Governments

Products

Legal

Trade & supply

Tax, audit & accounting

Corporate tax

Risk & fraud

Books

Recommended products

Questions? We are here to help.
Contact us

Purchase

Buy solutions

Buy books

Contact sales

Questions? We are here to help.

Resources

Insights

Events

Product training

Product communities

Developers

Firm administration

Set up groupings

Groupings let you customize reporting and filtering within the application. Before set up, carefully consider your firm's structure and how to use each grouping category most effectively.
In some areas of the application, groupings establish criteria for later sorting. For example, when setting up a client, you can assign them to an office, partner, manager, and associate. These groupings pull directly from your existing lists of offices and staff, so they are not customizable. You can also use customizable groupings for enhanced filtering.
The additional groupings are:
  • Staff Departments and Levels
  • Activity Categories
  • Client Entities
  • Engagement and Contact Categories
Each grouping uses the same screen, so the process only varies in how you access each category.
note
Staff Departments, Staff Levels, Activity Categories, Client Entities, and Engagement Categories are user-defined terminology items. Your firm may refer to them by different names. You can view the default names for user-defined items by selecting
Help
Enable Default Terminology
 (or by pressing CTRL+SHIFT+H).
To open the Groupings window, select
Setup
Groupings
. Then select the type of grouping you want to edit. You can also right-click a field tied to a specific grouping to manage it directly. For example, right-click on
Level
 on the Staff setup
 screen's
Main
 tab.

General information

Each grouping type has an
ID
 field and a
Description
 field. Use the ID field to set up sorting that doesn't follow alphabetical order. This makes it easy to create hierarchical structures for later sorting.
For example, consider the
staff level
 grouping. If you use numerical IDs for various staff levels, you can establish a hierarchical structure as follows:
ID Description
  • 10 Partner
  • 20 Manager
  • 30 Supervisor
  • 40 Professional
  • 50 Clerical
Before setting up groupings, consider what information you want to extract from your data.

This article applies to:

  • Product: Practice CS
  • Subject: Setup