Using Default Fields

You should establish default values for information that is not in the import file, not mapped from a source field, or may be missing on some records.

If there are any Practice sections that do not have source mapping in your input file, those sections will be empty after the import. If there is any missing information in your input file, those sections in Practice will be empty after you import the file.

Defaults are assigned to any missing information in your import file.

To set default values and finish the wizard, do the following:

1. Enter the information in the boxes provided. Explain the components of the window.

Component	Description
Parameter set	Edit the parameter set name, if necessary.
Staff	Enter text in the box. As you type, matching results display. If there is an exact match, it is highlighted in the grid. For more information, see Using Advanced Lookups.
Client	Enter text in the box. As you type, matching results display. If there is an exact match, it is highlighted in the grid. For more information, see Using Advanced Lookups. The list includes all clients that you have permission to access.
Client subordinate	Select the default client subordinate. The values for the client subordinate lookup are determined by the selected default client.
Status	Select the default status for the transactions.
Project	Click the down arrowto select a project from the list if Workstream is licensed. The list includes all projects for the selected client.
Workstep	Click the down arrowto select a new workstep A task, or to-do item, for a project. Each workstep has its own budget, planned dates, and assignments. for the transaction if Workstream is licensed. The list includes all worksteps for the selected project.
Service code	Click the down arrowto select a new service code from the list. The list includes all service codes.
Invoice description	Enter a short description of the invoice to set as the default in imports.
Internal note	Enter an internal note to set as the default in imports. The note is for internal use only and does not appear on invoices or other external documents. Start and stop times and elapsed time are added to the end of the internal notes.
Hours/units	Enter the default hours or expense units.
Flat expense amount	Enter the default amount for flat expense service codes.
Work location	Enter, or select from the list, the default work location. The list includes all locations set up as firm preferences in Lists. Work location is used for tax calculations in some municipalities. Note: Firm settings determine whether this option will display.
Custom field	If your firm has defined a custom field for Time Entry, see your administrator for additional information on its requirements.
Override rate/amount	Set the rate amount default field as rate or amount. Enter the value for the option you select in the box provided.

2. Click Finish.