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Setting up the Time File

After creating the file, complete each of the following steps:

  1. 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
  2. Enter Time and Expense Codes. Show me
  3. Enter Billing Codes. Show me
  4. Complete the Staff List, including rates for work performed. Show me
  5. Complete the Group List. Show me
  6. Complete the Client List. Show me
  7. Set up and assign Projects and subprojects Show me
  8. Enter work in process and accounts receivables opening balances. Show me