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Time and Expense

Make a client, staff member, engagement, or activity inactive

Make a client inactive

When you make a client inactive, the client becomes unavailable in
Time & Expense Entry
 and won't be included on list reports and some selection screens.
  1. Select
    Setup
     then
    Clients
    .
  2. Select the client you want to make inactivate then select
    Edit
    .
  3. Select
    Inactive
     from the
    Status
     dropdown.
    note
    This will make all the client's engagements inactive and cancel all open projects associated with the client. If you want to make a client inactive without making engagements inactive and cancelling projects, select
    On Hold
     from the
    Status
     dropdown instead.
  4. Select
    Enter
     to save.

Make a staff member inactive

If you make a staff member inactive, you prevent time and expense transactions from being entered for that staff member and prevent the staff member from being included on some list reports.
  1. Select
    Setup
     then
    Staff
    .
  2. Select the staff member you want to make inactivate then
    Edit
    .
  3. Select
    Inactive
     from the
    Status
     dropdown.
  4. Select
    Enter
     to save the change.
    note
    When you make a staff member inactive, you prevent time and expense entries from being entered for that staff member, but the staff member can still access the system. If you don't want the staff member to have access to Practice CS, enter a date in the
    Left date
     field or go to the
    Security
     tab and clear all security groups checkboxes.

Make a client engagement inactive for a selected client

If you make a client engagement inactive, you prevent new time and expense entries (WIP) from being entered to this engagement for the client. However, if outstanding unbilled WIP exists on this engagement, the engagement will still be available to bill out and it will appear on reports.
  1. Select
    Setup
     then
    Clients
    .
  2. Select the client whose engagement you want to make inactivate, then select
    Edit
    .
  3. Go to the
    Engagements
     tab.
  4. Select the engagement you want to make inactive.
  5. Select
    Inactive
     from the
    Status
     dropdown.
  6. Select
    Enter
     to save.

Make a client engagement inactive for all clients

  1. Select
    Setup
     then
    Clients
    .
  2. Select
    Edit multiple Clients
    .
  3. Select
    Change Engagement information
     then 
    Next
    .
  4. Filter the list of clients, if needed, then select
    Select All
    .
  5. Select
    Next
    .
  6. Enter
    Engagement Template ID / is / <engagement ID>.
     to filter the list of client engagements for the engagement you want to make inactive.
  7. Select
    Select All
     then
    Next
    .
  8. Select
    Status
     then
    Inactive
    .
  9. Select
    Finish
    .
    note
    If you have a large number of clients, the process may take several minutes to complete.
  10. If you want to retire the engagement so it can't be added to new clients in the future:
    1. Select
      Setup
      ,
      Templates
      , then
      Engagements
      .
    2. Select the engagement you want to retire then
      Edit
      .
    3. Select
      Inactive
       from the
      Status
       dropdown.
    4. Select
      Enter
       to save.

Make an activity inactive

When you make an activity inactive, you prevent time and expenses from being entered to that activity.
  1. Select
    Setup
     then
    Activities
    .
  2. Select the activity you want to make inactive then
    Edit
    .
  3. Select
    Inactive
     from the
    Status
     dropdown.
  4. Select
    Enter
     to save.

This article applies to:

  • PRODUCT: Practice CS