Setting up the Time File
After creating the file, complete each of the following steps:
- Complete the Company Profile, including the firm address, year end date, accounts receivable default information and chart of accounts for general ledger distribution. Show me
- Enter Time and Expense Codes. Show me
- Enter Billing Codes. Show me
- Complete the Staff List, including rates for work performed. Show me
- Complete the Group List. Show me
- Complete the Client List. Show me
- Set up and assign Projects and subprojects Show me
- Enter work in process and accounts receivables opening balances. Show me
Comments and suggestions about this article and our software are greatly appreciated. As a user of our products, you are in a unique position to provide ideas that have an impact on future releases of this and other products.
Before contacting Technical Support, please consult the online Help and any other documentation included with this package as your first source to solve the problem.
If you require additional assistance, you can contact CaseWare® Technical Support by contacting your nearest CaseWare distributor.
When you contact CaseWare® Technical Support, you should be at your computer and have your documentation at hand. Be prepared to provide the following information:
- Your Client Number.
- The product version number, found by clicking the Help menu and selecting About.
- The type of computer hardware you are using.
- The software version number of MS-Windows.
- The exact wording of any messages that appear on your screen.
- A description of what happened and what you were doing when the problem occurred.
- A description of how you tried to solve the problem.
CaseWare Support
NORTH AMERICA
Email: support@caseware.com
Phone: 416-867-9504
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