Available options when setting up your firm for Practice include the management of productivity goals, firm settings, and your firm's holiday planner.
See the following topics for more information:
- Accounts Receivable Settings. Select how to distribute your AR transactions.
- Billing Settings. Select invoice options and how to handle write-ups and write-downs.
- Holiday Planner. Use the Holiday Planner to manage your firm's important dates, including workweek start dates, holidays, and other miscellaneous dates that are important to your firm.
- Productivity Goals. Productivity Goals include billable, non-billable, and realization goals for your firm. Additional options include rolling goals to different years and copying budgets to employees and periods.
- Other Practice Settings. From the Firm window, you can establish other Practice settings, including your firm's fiscal year end date, productivity goal options, and accounting period information.
- Time Capture Error Conditions. Select how to handle the list of conditions if they are met. You can select to ignore the condition, provide a warning for the condition, or an error.
- Time Capture Settings. Select whether to review transactions, allow banked hours, handle intracompany charges, and how to round.
- Notifications Setup. Select when to send notifications for Time Capture and Accounts Receivable.