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  • Product: Practice CS

Associate CPE courses with time entry

To enter staff time for attending CPE courses, follow these steps.
  1. Set up an administrative client.
  2. Select
    Actions
    , then
    Time & Expense Entry
    .
  3. Create a new entry for your firm's administrative client.
  4. Select the staff and sheet date for which you want to enter time.
  5. In the
    Entry
     or
    Overview
     tab, enter time for attending the CPE course using an Administrative class activity code of type CPE.
  6. Select
    More
     to open the CPE Course Selection window.
    note
    The button is not available unless you have selected a CPE type activity code for the entry.
  7. In the CPE Course Selection window, select a date range for the CPE courses you want to display, or select
    Custom Date Range
     and select the beginning and ending dates from the dropdown lists. To display courses for other staff members within the date range, mark the
    Show all CPE Courses
     checkbox.
  8. Select a course in the list, and then select
    OK
    .
  9. Complete the rest of the time entry as necessary.
    note
    Time entries with CPE course information will contain a CPE Course button to indicate that CPE information is available.

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